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Confluence Wealth Services’s FIVE9 FIVN Stock Holding History

Confluence Wealth 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
2022
Q1 		– Sell
-33
Closed -$4K – 553
2021
Q4 		$4K Buy
+33
New +$4.88K ﹤0.01% 1077

Other funds holding FIVN

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Confluence Wealth Services's FIVN Position: Q1 2022 in Review

Confluence Wealth Services sold out of FIVE9 (FIVN) in Q1 2022, closing a stake of 33 shares — an estimated $4K sold.

Confluence Wealth Services first reported a position in FIVN in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 347 funds tracked by Wall St. Rank hold FIVN as of Q1 2022.

  • Confluence Wealth Services reported no remaining FIVE9 position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 33 FIVE9 shares in Q1 2022, an estimated $4K.
  • Confluence Wealth Services first reported a position in FIVE9 in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's FIVE9 position peaked at $4K in Q4 2021.
  • 347 funds tracked by Wall St. Rank held FIVE9 as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.