EDRH
FIVN icon

Edmond de Rothschild Holding’s FIVE9 FIVN Stock Holding History

Edmond de Rothschild Holding’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
Q1 		– Sell
-1,944
Closed -$132K – 759
2022
Q4 		$132K Hold
1,944
– – ﹤0.01% 523
2022
Q3 		$146K Buy
1,944
+30
+2% +$2.91K ﹤0.01% 516
2022
Q2 		$174K Buy
1,914
+631
+49% +$63.8K ﹤0.01% 504
2022
Q1 		$142K Buy
1,283
+112
+10% +$13K ﹤0.01% 551
2021
Q4 		$161K Buy
1,171
+40
+4% +$5.92K ﹤0.01% 567
2021
Q3 		$181K Sell
1,131
-81
-7% -$14.8K ﹤0.01% 553
2021
Q2 		$222K Hold
1,212
– – 0.01% 518
2021
Q1 		$189K Buy
+1,212
New +$207K 0.01% 477

Other funds holding FIVN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Edmond de Rothschild Holding's FIVN Position: Q1 2023 in Review

Edmond de Rothschild Holding sold out of FIVE9 (FIVN) in Q1 2023, closing a stake of 1,944 shares — an estimated $132K sold.

Edmond de Rothschild Holding first reported a position in FIVN in Q1 2021 and held it in 8 quarters. The position peaked at $222K in Q2 2021. 339 funds tracked by Wall St. Rank hold FIVN as of Q1 2023.

  • Edmond de Rothschild Holding reported no remaining FIVE9 position as of Q1 2023 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 1,944 FIVE9 shares in Q1 2023, an estimated $132K.
  • Edmond de Rothschild Holding first reported a position in FIVE9 in Q1 2021 and held it in 8 quarters.
  • Edmond de Rothschild Holding's FIVE9 position peaked at $222K in Q2 2021.
  • 339 funds tracked by Wall St. Rank held FIVE9 as of Q1 2023.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2023, filed 11 May 2023.