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FIVN icon

FDx Advisors’s FIVE9 FIVN Stock Holding History

FDx 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
-2,549
Closed -$201K – 456
2023
Q4 		$201K Buy
+2,549
New +$178K 0.02% 653
2023
Q3 		– Sell
-3,318
Closed -$274K – 680
2023
Q2 		$274K Buy
+3,318
New +$223K 0.02% 625
2022
Q3 		– Sell
-5,072
Closed -$462K – 763
2022
Q2 		$462K Sell
5,072
-315
-6% -$31.9K 0.02% 502
2022
Q1 		$595K Buy
5,387
+502
+10% +$58.4K 0.02% 458
2021
Q4 		$671K Buy
+4,885
New +$723K 0.02% 451

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FDx Advisors's FIVN Position: Q1 2024 in Review

FDx Advisors sold out of FIVE9 (FIVN) in Q1 2024, closing a stake of 2,549 shares — an estimated $201K sold.

FDx Advisors first reported a position in FIVN in Q4 2021 and held it in 5 quarters. The position peaked at $671K in Q4 2021. 310 funds tracked by Wall St. Rank hold FIVN as of Q1 2024.

  • FDx Advisors reported no remaining FIVE9 position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 2,549 FIVE9 shares in Q1 2024, an estimated $201K.
  • FDx Advisors first reported a position in FIVE9 in Q4 2021 and held it in 5 quarters.
  • FDx Advisors's FIVE9 position peaked at $671K in Q4 2021.
  • 310 funds tracked by Wall St. Rank held FIVE9 as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.