Endurance Wealth Management’s FIVE9 FIVN Stock Holding History

Endurance 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
2023 Q2	$12K	Hold	140	–	–	﹤0.01%	477
2023 Q1	$10K	Hold	140	–	–	﹤0.01%	501
2022 Q4	$10K	Hold	140	–	–	﹤0.01%	476
2022 Q3	$10K	Hold	140	–	–	﹤0.01%	472
2022 Q2	$13K	Hold	140	–	–	﹤0.01%	467
2022 Q1	$15K	Hold	140	–	–	﹤0.01%	482
2021 Q4	$19K	Hold	140	–	–	﹤0.01%	447
2021 Q3	$22K	Hold	140	–	–	﹤0.01%	439
2021 Q2	$25K	Hold	140	–	–	﹤0.01%	431
2021 Q1	$22K	Hold	140	–	–	﹤0.01%	442
2020 Q4	$24K	Hold	140	–	–	﹤0.01%	398
2020 Q3	$18K	Buy	+140	New	+$16.8K	﹤0.01%	408

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Endurance Wealth Management's FIVN Position: Q2 2023 in Review

Endurance Wealth Management held its FIVE9 (FIVN) position steady in Q2 2023 at 140 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Endurance Wealth Management first reported a position in FIVN in Q3 2020 and has held it in 12 quarters since. The position peaked at $25K in Q2 2021. 335 funds tracked by Wall St. Rank hold FIVN as of Q2 2023.

Endurance Wealth Management held 140 shares of FIVE9 worth $12K as of Q2 2023.
Endurance Wealth Management left its FIVE9 share count unchanged in Q2 2023.
FIVE9 made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #477 holding.
Endurance Wealth Management first reported a position in FIVE9 in Q3 2020 and has held it in 12 quarters since.
Endurance Wealth Management's FIVE9 position peaked at $25K in Q2 2021.
335 funds tracked by Wall St. Rank held FIVE9 as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.