Encompass Wealth Advisors’s FIVE9 FIVN Stock Holding History

Encompass Wealth Advisors’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	-3,049	Closed	-$240K	–	298
2023 Q4	$240K	Buy	+3,049	New	+$212K	0.07%	190
2023 Q3	–	Sell	-3,049	Closed	-$251K	–	291
2023 Q2	$251K	Hold	3,049	–	–	0.08%	178
2023 Q1	$220K	Hold	3,049	–	–	0.08%	184
2022 Q4	$207K	Hold	3,049	–	–	0.08%	190
2022 Q3	$229K	Hold	3,049	–	–	0.09%	172
2022 Q2	$278K	Hold	3,049	–	–	0.1%	160
2022 Q1	$337K	Hold	3,049	–	–	0.09%	164
2021 Q4	$419K	Hold	3,049	–	–	0.1%	150
2021 Q3	$487K	Hold	3,049	–	–	0.13%	127
2021 Q2	$559K	Hold	3,049	–	–	0.14%	128
2021 Q1	$525K	Buy	+3,049	New	+$521K	0.13%	128

Other funds holding FIVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Encompass Wealth Advisors's FIVN Position: Q1 2024 in Review

Encompass Wealth Advisors sold out of FIVE9 (FIVN) in Q1 2024, closing a stake of 3,049 shares — an estimated $240K sold.

Encompass Wealth Advisors first reported a position in FIVN in Q1 2021 and held it in 11 quarters. The position peaked at $559K in Q2 2021. 310 funds tracked by Wall St. Rank hold FIVN as of Q1 2024.

Encompass Wealth Advisors reported no remaining FIVE9 position as of Q1 2024 after selling out during the quarter.
Encompass Wealth Advisors sold 3,049 FIVE9 shares in Q1 2024, an estimated $240K.
Encompass Wealth Advisors first reported a position in FIVE9 in Q1 2021 and held it in 11 quarters.
Encompass Wealth Advisors's FIVE9 position peaked at $559K in Q2 2021.
310 funds tracked by Wall St. Rank held FIVE9 as of Q1 2024.

Based on Encompass Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.