CPG
FIVN icon

Cornerstone Planning Group’s FIVE9 FIVN Stock Holding History

Cornerstone Planning Group’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
Q4 		$493 Buy
+7
New +$439 ﹤0.01% 1459

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cornerstone Planning Group's FIVN Position: Q4 2022 in Review

Cornerstone Planning Group opened a new position in FIVE9 (FIVN) in Q4 2022: 7 shares worth $493. The stake represents ﹤0.01% of the portfolio and ranks #1459 among its holdings.

326 funds tracked by Wall St. Rank hold FIVN as of Q4 2022.

  • Cornerstone Planning Group held 7 shares of FIVE9 worth $493 as of Q4 2022.
  • FIVE9 was a new Cornerstone Planning Group position in Q4 2022.
  • FIVE9 made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q4 2022, its #1459 holding.
  • 326 funds tracked by Wall St. Rank held FIVE9 as of Q4 2022.

Based on Cornerstone Planning Group's 13F filing for Q4 2022, filed 14 Feb 2023.