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Farmers & Merchants Investments Inc’s FIVE9 FIVN Stock Holding History

Farmers & Merchants Investments Inc’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
Q4 		– Sell
-66
Closed -$9K – 844
2020
Q3 		$9K Sell
66
-18
-21% -$2.17K ﹤0.01% 569
2020
Q2 		$9K Sell
84
-65
-44% -$6.33K ﹤0.01% 567
2020
Q1 		$11K Hold
149
– – ﹤0.01% 476
2019
Q4 		$10K Hold
149
– – ﹤0.01% 572
2019
Q3 		$8K Hold
149
– – ﹤0.01% 615
2019
Q2 		$8K Hold
149
– – ﹤0.01% 614
2019
Q1 		$8K Sell
149
-21
-12% -$1.07K ﹤0.01% 591
2018
Q4 		$7K Hold
170
– – ﹤0.01% 548
2018
Q3 		$7K Sell
170
-74
-30% -$3.05K ﹤0.01% 627
2018
Q2 		$8K Buy
+244
New +$7.9K ﹤0.01% 588

Other funds holding FIVN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Farmers & Merchants Investments Inc's FIVN Position: Q4 2020 in Review

Farmers & Merchants Investments Inc sold out of FIVE9 (FIVN) in Q4 2020, closing a stake of 66 shares — an estimated $9K sold.

Farmers & Merchants Investments Inc first reported a position in FIVN in Q2 2018 and held it in 10 quarters. The position peaked at $11K in Q1 2020. 404 funds tracked by Wall St. Rank hold FIVN as of Q4 2020.

  • Farmers & Merchants Investments Inc reported no remaining FIVE9 position as of Q4 2020 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 66 FIVE9 shares in Q4 2020, an estimated $9K.
  • Farmers & Merchants Investments Inc first reported a position in FIVE9 in Q2 2018 and held it in 10 quarters.
  • Farmers & Merchants Investments Inc's FIVE9 position peaked at $11K in Q1 2020.
  • 404 funds tracked by Wall St. Rank held FIVE9 as of Q4 2020.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2020, filed 20 Jan 2021.