EI
FIVN icon

Ellevest Inc’s FIVE9 FIVN Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-83
Closed -$6K – 797
2023
Q1 		$6K Buy
83
+68
+453% +$4.86K ﹤0.01% 1163
2022
Q4 		$1.02K Sell
15
-93
-86% -$5.84K ﹤0.01% 1518
2022
Q3 		$8K Buy
108
+33
+44% +$3.21K ﹤0.01% 1066
2022
Q2 		$7K Buy
75
+60
+400% +$6.07K ﹤0.01% 952
2022
Q1 		$2K Sell
15
-23
-61% -$2.68K ﹤0.01% 1187
2021
Q4 		$5K Sell
38
-183
-83% -$27.1K ﹤0.01% 995
2021
Q3 		$35K Buy
221
+141
+176% +$25.7K ﹤0.01% 549
2021
Q2 		$15K Sell
80
-120
-60% -$20.7K ﹤0.01% 688
2021
Q1 		$31K Buy
200
+125
+167% +$21.4K ﹤0.01% 568
2020
Q4 		$13K Buy
+75
New +$11.4K ﹤0.01% 700

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return