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FIVN icon

Concorde Asset Management’s FIVE9 FIVN Stock Holding History

Concorde Asset Management’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
2021
Q2 		– Sell
-1,625
Closed -$254K – 205
2021
Q1 		$254K Sell
1,625
-5,176
-76% -$884K 0.15% 168
2020
Q4 		$1.19M Sell
6,801
-1,017
-13% -$155K 0.66% 37
2020
Q3 		$1.01M Buy
+7,818
New +$940K 0.58% 47

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WRCM
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WA
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Macquarie Group
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Invesco
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EAM
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