Crewe Advisors’s FIVE9 FIVN Stock Holding History

Crewe Advisors’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	–	Sell	-30	Closed	-$2K	–	1112
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	1036
2022 Q2	$3K	Buy	+30	New	+$3.04K	﹤0.01%	889

Other funds holding FIVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Crewe Advisors's FIVN Position: Q4 2022 in Review

Crewe Advisors sold out of FIVE9 (FIVN) in Q4 2022, closing a stake of 30 shares — an estimated $2K sold.

Crewe Advisors first reported a position in FIVN in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q2 2022. 326 funds tracked by Wall St. Rank hold FIVN as of Q4 2022.

Crewe Advisors reported no remaining FIVE9 position as of Q4 2022 after selling out during the quarter.
Crewe Advisors sold 30 FIVE9 shares in Q4 2022, an estimated $2K.
Crewe Advisors first reported a position in FIVE9 in Q2 2022 and held it in 2 quarters.
Crewe Advisors's FIVE9 position peaked at $3K in Q2 2022.
326 funds tracked by Wall St. Rank held FIVE9 as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.