Commonwealth Equity Services
FIVN icon

Commonwealth Equity Services’s FIVE9 FIVN Stock Holding History

Commonwealth Equity Services’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
2023
Q3 		– Sell
-2,560
Closed -$211K – 3862
2023
Q2 		$211K Buy
+2,560
New +$172K ﹤0.01% 3360
2023
Q1 		– Sell
-7,746
Closed -$525K – 3802
2022
Q4 		$525K Sell
7,746
-913
-11% -$57.3K ﹤0.01% 2426
2022
Q3 		$649K Sell
8,659
-342
-4% -$33.2K ﹤0.01% 2208
2022
Q2 		$820K Sell
9,001
-268
-3% -$27.1K ﹤0.01% 2055
2022
Q1 		$1.02M Buy
9,269
+6,074
+190% +$707K ﹤0.01% 1979
2021
Q4 		$438K Sell
3,195
-655
-17% -$96.9K ﹤0.01% 2644
2021
Q3 		$615K Sell
3,850
-910
-19% -$166K ﹤0.01% 2313
2021
Q2 		$872K Buy
4,760
+390
+9% +$67.2K ﹤0.01% 2023
2021
Q1 		$683K Buy
4,370
+12
+0.3% +$2.05K ﹤0.01% 2076
2020
Q4 		$760K Buy
4,358
+1,024
+31% +$156K ﹤0.01% 1845
2020
Q3 		$432K Buy
3,334
+209
+7% +$25.1K ﹤0.01% 2067
2020
Q2 		$345K Buy
+3,125
New +$304K ﹤0.01% 2169

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Commonwealth Equity Services's FIVN Position: Q3 2023 in Review

Commonwealth Equity Services sold out of FIVE9 (FIVN) in Q3 2023, closing a stake of 2,560 shares — an estimated $211K sold.

Commonwealth Equity Services first reported a position in FIVN in Q2 2020 and held it in 12 quarters. The position peaked at $1.02M in Q1 2022. 327 funds tracked by Wall St. Rank hold FIVN as of Q3 2023.

  • Commonwealth Equity Services reported no remaining FIVE9 position as of Q3 2023 after selling out during the quarter.
  • Commonwealth Equity Services sold 2,560 FIVE9 shares in Q3 2023, an estimated $211K.
  • Commonwealth Equity Services first reported a position in FIVE9 in Q2 2020 and held it in 12 quarters.
  • Commonwealth Equity Services's FIVE9 position peaked at $1.02M in Q1 2022.
  • 327 funds tracked by Wall St. Rank held FIVE9 as of Q3 2023.

Based on Commonwealth Equity Services's 13F filing for Q3 2023, filed 23 Oct 2023.