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Crossmark Global Holdings’s FIVE9 FIVN Stock Holding History

Crossmark Global Holdings’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
Q3 		– Sell
-5,150
Closed -$432K – 1280
2023
Q2 		$432K Sell
5,150
-13
-0.3% -$873 0.01% 912
2023
Q1 		$373K Buy
5,163
+67
+1% +$4.79K 0.01% 946
2022
Q4 		$346K Buy
5,096
+497
+11% +$31.2K 0.01% 960
2022
Q3 		$345K Buy
4,599
+82
+2% +$7.96K 0.01% 932
2022
Q2 		$412K Sell
4,517
-660
-13% -$66.8K 0.01% 899
2022
Q1 		$572K Buy
+5,177
New +$603K 0.01% 845

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 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

Crossmark Global Holdings's FIVN Position: Q3 2023 in Review

Crossmark Global Holdings sold out of FIVE9 (FIVN) in Q3 2023, closing a stake of 5,150 shares — an estimated $432K sold.

Crossmark Global Holdings first reported a position in FIVN in Q1 2022 and held it in 6 quarters. The position peaked at $572K in Q1 2022. 327 funds tracked by Wall St. Rank hold FIVN as of Q3 2023.

  • Crossmark Global Holdings reported no remaining FIVE9 position as of Q3 2023 after selling out during the quarter.
  • Crossmark Global Holdings sold 5,150 FIVE9 shares in Q3 2023, an estimated $432K.
  • Crossmark Global Holdings first reported a position in FIVE9 in Q1 2022 and held it in 6 quarters.
  • Crossmark Global Holdings's FIVE9 position peaked at $572K in Q1 2022.
  • 327 funds tracked by Wall St. Rank held FIVE9 as of Q3 2023.

Based on Crossmark Global Holdings's 13F filing for Q3 2023, filed 8 Nov 2023.