Corient Private Wealth
FIVN icon

Corient Private Wealth’s FIVE9 FIVN Stock Holding History

Corient Private Wealth’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
Q1 		– Sell
-6,796
Closed -$535K – 2307
2023
Q4 		$535K Buy
6,796
+527
+8% +$36.7K ﹤0.01% 1583
2023
Q3 		$403K Buy
6,269
+837
+15% +$62.6K ﹤0.01% 1605
2023
Q2 		$448K Buy
+5,432
New +$365K ﹤0.01% 1505

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
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Corient Private Wealth's FIVN Position: Q1 2024 in Review

Corient Private Wealth sold out of FIVE9 (FIVN) in Q1 2024, closing a stake of 6,796 shares — an estimated $535K sold.

Corient Private Wealth first reported a position in FIVN in Q2 2023 and held it in 3 quarters. The position peaked at $535K in Q4 2023. 310 funds tracked by Wall St. Rank hold FIVN as of Q1 2024.

  • Corient Private Wealth reported no remaining FIVE9 position as of Q1 2024 after selling out during the quarter.
  • Corient Private Wealth sold 6,796 FIVE9 shares in Q1 2024, an estimated $535K.
  • Corient Private Wealth first reported a position in FIVE9 in Q2 2023 and held it in 3 quarters.
  • Corient Private Wealth's FIVE9 position peaked at $535K in Q4 2023.
  • 310 funds tracked by Wall St. Rank held FIVE9 as of Q1 2024.

Based on Corient Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.