CI
FIVN icon

Clal Insurance’s FIVE9 FIVN Stock Holding History

Clal Insurance’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
Q2 		– Sell
-6,738
Closed -$418K – 132
2024
Q1 		$418K Sell
6,738
-30,000
-82% -$2.08M ﹤0.01% 116
2023
Q4 		$2.89M Hold
36,738
– – 0.04% 84
2023
Q3 		$2.36M Hold
36,738
– – 0.03% 89
2023
Q2 		$3.03M Hold
36,738
– – 0.04% 102
2023
Q1 		$2.66M Hold
36,738
– – 0.04% 102
2022
Q4 		$2.49M Hold
36,738
– – 0.04% 114
2022
Q3 		$2.75M Buy
36,738
+1,738
+5% +$169K 0.04% 120
2022
Q2 		$3.19M Hold
35,000
– – 0.04% 119
2022
Q1 		$3.86M Sell
35,000
-75,000
-68% -$8.73M 0.04% 119
2021
Q4 		$15.1M Buy
+110,000
New +$16.3M 0.16% 94
2021
Q1 		– Sell
-12,590
Closed -$2.05M – 226
2020
Q4 		$2.05M Hold
12,590
– – 0.03% 100
2020
Q3 		$1.63M Sell
12,590
-199,500
-94% -$24M 0.03% 94
2020
Q2 		$23.5M Buy
212,090
+186,059
+715% +$18.1M 0.47% 69
2020
Q1 		$1.99M Buy
26,031
+17,532
+206% +$1.25M 0.05% 85
2019
Q4 		$130K Sell
8,499
-126,212
-94% -$7.72M 0.14% 80
2019
Q3 		$7.24M Sell
134,711
-130,000
-49% -$7.31M 0.18% 73
2019
Q2 		$13.6M Buy
264,711
+94,711
+56% +$4.81M 0.31% 56
2019
Q1 		$8.98M Buy
+170,000
New +$8.64M 0.22% 59

Other funds holding FIVN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $94.8B AUM 24.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clal Insurance's FIVN Position: Q2 2024 in Review

Clal Insurance sold out of FIVE9 (FIVN) in Q2 2024, closing a stake of 6,738 shares — an estimated $418K sold.

Clal Insurance first reported a position in FIVN in Q1 2019 and held it in 18 quarters. The position peaked at $23.5M in Q2 2020. 296 funds tracked by Wall St. Rank hold FIVN as of Q2 2024.

  • Clal Insurance reported no remaining FIVE9 position as of Q2 2024 after selling out during the quarter.
  • Clal Insurance sold 6,738 FIVE9 shares in Q2 2024, an estimated $418K.
  • Clal Insurance first reported a position in FIVE9 in Q1 2019 and held it in 18 quarters.
  • Clal Insurance's FIVE9 position peaked at $23.5M in Q2 2020.
  • 296 funds tracked by Wall St. Rank held FIVE9 as of Q2 2024.

Based on Clal Insurance's 13F filing for Q2 2024, filed 14 Aug 2024.