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Curi Wealth Management’s FIVE9 FIVN Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-41
Closed -$4K – 377
2022
Q2 		$4K Hold
41
– – ﹤0.01% 469
2022
Q1 		$4K Hold
41
– – ﹤0.01% 424
2021
Q4 		$5K Buy
+41
New +$6.06K ﹤0.01% 371
2021
Q1 		– Sell
-41
Closed -$7K – 240
2020
Q4 		$7K Buy
+41
New +$6.24K 0.01% 286

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

Curi Wealth Management's FIVN Position: Q3 2022 in Review

Curi Wealth Management sold out of FIVE9 (FIVN) in Q3 2022, closing a stake of 41 shares — an estimated $4K sold.

Curi Wealth Management first reported a position in FIVN in Q4 2020 and held it in 4 quarters. The position peaked at $7K in Q4 2020. 335 funds tracked by Wall St. Rank hold FIVN as of Q3 2022.

  • Curi Wealth Management reported no remaining FIVE9 position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 41 FIVE9 shares in Q3 2022, an estimated $4K.
  • Curi Wealth Management first reported a position in FIVE9 in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's FIVE9 position peaked at $7K in Q4 2020.
  • 335 funds tracked by Wall St. Rank held FIVE9 as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.