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Dorchester Wealth Management’s FIVE9 FIVN Stock Holding History

Dorchester 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
2024
Q4 		$493K Buy
12,125
+1,125
+10% +$40.6K 0.1% 91
2024
Q3 		$316K Buy
+11,000
New +$397K 0.06% 125

Other funds holding FIVN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Dorchester Wealth Management's FIVN Position: Q4 2024 in Review

Dorchester Wealth Management increased its FIVE9 (FIVN) stake by 10% in Q4 2024, buying an estimated $40.6K and bringing the position to 12,125 shares worth $493K. The position accounts for 0.1% of the portfolio, ranked #91.

Dorchester Wealth Management first reported a position in FIVN in Q3 2024 and has held it in 2 quarters since. 295 funds tracked by Wall St. Rank hold FIVN as of Q4 2024.

  • Dorchester Wealth Management held 12,125 shares of FIVE9 worth $493K as of Q4 2024.
  • Dorchester Wealth Management bought 1,125 FIVE9 shares in Q4 2024, an estimated $40.6K.
  • FIVE9 made up 0.1% of Dorchester Wealth Management's portfolio in Q4 2024, its #91 holding.
  • Dorchester Wealth Management first reported a position in FIVE9 in Q3 2024 and has held it in 2 quarters since.
  • 295 funds tracked by Wall St. Rank held FIVE9 as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.