EWA
FIVN icon

EverSource Wealth Advisors’s FIVE9 FIVN Stock Holding History

EverSource 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
2026
Q1 		$26.2K Buy
1,728
+1,367
+379% +$23.8K ﹤0.01% 2329
2025
Q4 		$7.24K Buy
361
+198
+121% +$4.2K ﹤0.01% 2954
2025
Q3 		$3.94K Buy
163
+112
+220% +$2.96K ﹤0.01% 3257
2025
Q2 		$1.35K Buy
51
+12
+31% +$312 ﹤0.01% 3642
2025
Q1 		$1.06K Buy
39
+13
+50% +$477 ﹤0.01% 3210
2024
Q4 		$1.06K Hold
26
– – ﹤0.01% 2947
2024
Q3 		$747 Sell
26
-7
-21% -$253 ﹤0.01% 2777
2024
Q2 		$1.47K Sell
33
-129
-80% -$6.7K ﹤0.01% 2643
2024
Q1 		$9.33K Buy
162
+4
+3% +$278 ﹤0.01% 1728
2023
Q4 		$12.4K Buy
158
+106
+204% +$7.38K ﹤0.01% 1465
2023
Q3 		$3.34K Sell
52
-36
-41% -$2.69K ﹤0.01% 1854
2023
Q2 		$7.25K Sell
88
-133
-60% -$8.93K ﹤0.01% 1583
2023
Q1 		$16K Buy
221
+55
+33% +$3.93K ﹤0.01% 1167
2022
Q4 		$11.3K Buy
166
+117
+239% +$7.34K ﹤0.01% 1286
2022
Q3 		$4K Buy
+49
New +$4.76K ﹤0.01% 1434

Other funds holding FIVN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VC
Voss Capital Houston, Texas $1.75B AUM 1.03% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.57B AUM 370.24% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return