CI Investments Inc
FIVN icon

CI Investments Inc’s FIVE9 FIVN Stock Holding History

CI Investments Inc’s Portfolio FIVN Stock Details FIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-133
Closed -$6K – 1280
2024
Q2 		$6K Sell
133
-10
-7% -$520 ﹤0.01% 1214
2024
Q1 		$9K Buy
143
+36
+34% +$2.5K ﹤0.01% 1219
2023
Q4 		$8K Buy
107
+1
+0.9% +$70 ﹤0.01% 1182
2023
Q3 		$7K Buy
106
+7
+7% +$524 ﹤0.01% 1217
2023
Q2 		$8K Buy
99
+95
+2,375% +$6.38K ﹤0.01% 1200
2023
Q1 		$0 Hold
4
– – ﹤0.01% 1205
2022
Q4 		$0 Hold
4
– – ﹤0.01% 1246
2022
Q3 		$0 Hold
4
– – ﹤0.01% 1263
2022
Q2 		$0 Hold
4
– – ﹤0.01% 1297
2022
Q1 		$0 Hold
4
– – ﹤0.01% 1338
2021
Q4 		$1K Hold
4
– – ﹤0.01% 1225
2021
Q3 		$1K Buy
+4
New +$730 ﹤0.01% 1198

Other funds holding FIVN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CI Investments Inc's FIVN Position: Q3 2024 in Review

CI Investments Inc sold out of FIVE9 (FIVN) in Q3 2024, closing a stake of 133 shares — an estimated $6K sold.

CI Investments Inc first reported a position in FIVN in Q3 2021 and held it in 12 quarters. The position peaked at $9K in Q1 2024. 270 funds tracked by Wall St. Rank hold FIVN as of Q3 2024.

  • CI Investments Inc reported no remaining FIVE9 position as of Q3 2024 after selling out during the quarter.
  • CI Investments Inc sold 133 FIVE9 shares in Q3 2024, an estimated $6K.
  • CI Investments Inc first reported a position in FIVE9 in Q3 2021 and held it in 12 quarters.
  • CI Investments Inc's FIVE9 position peaked at $9K in Q1 2024.
  • 270 funds tracked by Wall St. Rank held FIVE9 as of Q3 2024.

Based on CI Investments Inc's 13F filing for Q3 2024, filed 12 Nov 2024.