Engrave Wealth Partners’s FIVE9 FIVN Stock Holding History

Engrave Wealth Partners’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
2020 Q3	–	Sell	-9	Closed	–	–	189
2020 Q2	$0	Buy	+9	New	+$876	﹤0.01%	459

Other funds holding FIVN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Engrave Wealth Partners's FIVN Position: Q3 2020 in Review

Engrave Wealth Partners sold out of FIVE9 (FIVN) in Q3 2020, closing a stake of 9 shares.

Engrave Wealth Partners first reported a position in FIVN in Q2 2020 and held it in 1 quarter. The position peaked at $0 in Q2 2020. 361 funds tracked by Wall St. Rank hold FIVN as of Q3 2020.

Engrave Wealth Partners reported no remaining FIVE9 position as of Q3 2020 after selling out during the quarter.
Engrave Wealth Partners sold 9 FIVE9 shares in Q3 2020.
Engrave Wealth Partners first reported a position in FIVE9 in Q2 2020 and held it in 1 quarter.
Engrave Wealth Partners's FIVE9 position peaked at $0 in Q2 2020.
361 funds tracked by Wall St. Rank held FIVE9 as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.