EWM
FIVN icon

Empirical Wealth Management’s FIVE9 FIVN Stock Holding History

Empirical 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
Q3 		– Sell
-5,884
Closed -$259K – 582
2024
Q2 		$259K Hold
5,884
– – 0.01% 480
2024
Q1 		$365K Hold
5,884
– – 0.01% 393
2023
Q4 		$463K Hold
5,884
– – 0.02% 333
2023
Q3 		$378K Hold
5,884
– – 0.01% 339
2023
Q2 		$485K Hold
5,884
– – 0.02% 311
2023
Q1 		$425K Hold
5,884
– – 0.02% 347
2022
Q4 		$399K Hold
5,884
– – 0.02% 344
2022
Q3 		$441K Hold
5,884
– – 0.02% 320
2022
Q2 		$536K Hold
5,884
– – 0.03% 282
2022
Q1 		$650K Sell
5,884
-5
-0.1% -$582 0.03% 281
2021
Q4 		$809K Sell
5,889
-616
-9% -$91.1K 0.04% 255
2021
Q3 		$1.04M Sell
6,505
-20
-0.3% -$3.65K 0.06% 184
2021
Q2 		$1.2M Buy
6,525
+5
+0.1% +$862 0.07% 164
2021
Q1 		$1.02M Sell
6,520
-141
-2% -$24.1K 0.08% 152
2020
Q4 		$1.16M Buy
6,661
+91
+1% +$13.8K 0.09% 137
2020
Q3 		$852K Buy
6,570
+70
+1% +$8.42K 0.07% 153
2020
Q2 		$719K Hold
6,500
– – 0.07% 164
2020
Q1 		$497K Buy
+6,500
New +$463K 0.05% 187

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Empirical Wealth Management's FIVN Position: Q3 2024 in Review

Empirical Wealth Management sold out of FIVE9 (FIVN) in Q3 2024, closing a stake of 5,884 shares — an estimated $259K sold.

Empirical Wealth Management first reported a position in FIVN in Q1 2020 and held it in 18 quarters. The position peaked at $1.2M in Q2 2021. 269 funds tracked by Wall St. Rank hold FIVN as of Q3 2024.

  • Empirical Wealth Management reported no remaining FIVE9 position as of Q3 2024 after selling out during the quarter.
  • Empirical Wealth Management sold 5,884 FIVE9 shares in Q3 2024, an estimated $259K.
  • Empirical Wealth Management first reported a position in FIVE9 in Q1 2020 and held it in 18 quarters.
  • Empirical Wealth Management's FIVE9 position peaked at $1.2M in Q2 2021.
  • 269 funds tracked by Wall St. Rank held FIVE9 as of Q3 2024.

Based on Empirical Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.