CIBC Private Wealth Group
FIVN icon

CIBC Private Wealth Group’s FIVE9 FIVN Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$3.53K Buy
176
+116
+193% +$2.46K ﹤0.01% 2696
2025
Q3 		$1.45K Buy
60
+2
+3% +$53 ﹤0.01% 2770
2025
Q2 		$1.54K Sell
58
-48
-45% -$1.25K ﹤0.01% 2699
2025
Q1 		$2.28K Buy
106
+77
+266% +$2.82K ﹤0.01% 2650
2024
Q4 		$1.13K Hold
29
– – ﹤0.01% 2778
2024
Q3 		$833 Hold
29
– – ﹤0.01% 2931
2024
Q2 		$1.23K Hold
29
– – ﹤0.01% 2854
2024
Q1 		$1.78K Buy
+29
New +$2.02K ﹤0.01% 2774
2019
Q2 		– Sell
-12,240
Closed -$647K – 932
2019
Q1 		$647K Buy
+12,240
New +$622K ﹤0.01% 672

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.75B AUM 1.03% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Armistice Capital New York $3.03B AUM 36.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return