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Dorsey & Whitney Trust’s FIVE9 FIVN Stock Holding History

Dorsey & Whitney Trust’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
Q1 		– Sell
-3,160
Closed -$249K – 634
2023
Q4 		$249K Sell
3,160
-582
-16% -$40.5K 0.02% 506
2023
Q3 		$241K Buy
3,742
+533
+17% +$39.9K 0.02% 487
2023
Q2 		$265K Sell
3,209
-155
-5% -$10.4K 0.02% 468
2023
Q1 		$243K Sell
3,364
-851
-20% -$60.9K 0.02% 478
2022
Q4 		$286K Buy
+4,215
New +$265K 0.03% 421

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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dorsey & Whitney Trust's FIVN Position: Q1 2024 in Review

Dorsey & Whitney Trust sold out of FIVE9 (FIVN) in Q1 2024, closing a stake of 3,160 shares — an estimated $249K sold.

Dorsey & Whitney Trust first reported a position in FIVN in Q4 2022 and held it in 5 quarters. The position peaked at $286K in Q4 2022. 310 funds tracked by Wall St. Rank hold FIVN as of Q1 2024.

  • Dorsey & Whitney Trust reported no remaining FIVE9 position as of Q1 2024 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 3,160 FIVE9 shares in Q1 2024, an estimated $249K.
  • Dorsey & Whitney Trust first reported a position in FIVE9 in Q4 2022 and held it in 5 quarters.
  • Dorsey & Whitney Trust's FIVE9 position peaked at $286K in Q4 2022.
  • 310 funds tracked by Wall St. Rank held FIVE9 as of Q1 2024.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2024, filed 9 May 2024.