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CSat Investment Advisory’s FIVE9 FIVN Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-945
Closed -$123K – 680
2020
Q3 		$123K Buy
945
+116
+14% +$13.9K 0.01% 390
2020
Q2 		$92K Buy
+829
New +$80.7K 0.01% 503

Other funds holding FIVN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CSat Investment Advisory's FIVN Position: Q4 2020 in Review

CSat Investment Advisory sold out of FIVE9 (FIVN) in Q4 2020, closing a stake of 945 shares — an estimated $123K sold.

CSat Investment Advisory first reported a position in FIVN in Q2 2020 and held it in 2 quarters. The position peaked at $123K in Q3 2020. 404 funds tracked by Wall St. Rank hold FIVN as of Q4 2020.

  • CSat Investment Advisory reported no remaining FIVE9 position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 945 FIVE9 shares in Q4 2020, an estimated $123K.
  • CSat Investment Advisory first reported a position in FIVE9 in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's FIVE9 position peaked at $123K in Q3 2020.
  • 404 funds tracked by Wall St. Rank held FIVE9 as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.