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Connective Portfolio Management’s FIVE9 FIVN Stock Holding History

Connective Portfolio 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
2023
Q1 		– Sell
-5,000
Closed -$339K – 37
2022
Q4 		$339K Buy
+5,000
New +$314K 0.72% 45

Other funds holding FIVN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Connective Portfolio Management's FIVN Position: Q1 2023 in Review

Connective Portfolio Management sold out of FIVE9 (FIVN) in Q1 2023, closing a stake of 5,000 shares — an estimated $339K sold.

Connective Portfolio Management first reported a position in FIVN in Q4 2022 and held it in 1 quarter. The position peaked at $339K in Q4 2022. 339 funds tracked by Wall St. Rank hold FIVN as of Q1 2023.

  • Connective Portfolio Management reported no remaining FIVE9 position as of Q1 2023 after selling out during the quarter.
  • Connective Portfolio Management sold 5,000 FIVE9 shares in Q1 2023, an estimated $339K.
  • Connective Portfolio Management first reported a position in FIVE9 in Q4 2022 and held it in 1 quarter.
  • Connective Portfolio Management's FIVE9 position peaked at $339K in Q4 2022.
  • 339 funds tracked by Wall St. Rank held FIVE9 as of Q1 2023.

Based on Connective Portfolio Management's 13F filing for Q1 2023, filed 17 Apr 2023.