FGAM
FIVN icon

Financial Gravity Asset Management’s FIVE9 FIVN Stock Holding History

Financial Gravity Asset 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
2020
Q1 		– Sell
-75
Closed -$5K – 1194
2019
Q4 		$5K Hold
75
– – ﹤0.01% 1268
2019
Q3 		$4K Hold
75
– – ﹤0.01% 739
2019
Q2 		$4K Hold
75
– – ﹤0.01% 730
2019
Q1 		$4K Buy
+75
New +$3.81K ﹤0.01% 750
2018
Q3 		$3K Hold
75
– – ﹤0.01% 847
2018
Q2 		$3K Buy
+75
New +$2.43K ﹤0.01% 882

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Financial Gravity Asset Management's FIVN Position: Q1 2020 in Review

Financial Gravity Asset Management sold out of FIVE9 (FIVN) in Q1 2020, closing a stake of 75 shares — an estimated $5K sold.

Financial Gravity Asset Management first reported a position in FIVN in Q2 2018 and held it in 6 quarters. The position peaked at $5K in Q4 2019. 288 funds tracked by Wall St. Rank hold FIVN as of Q1 2020.

  • Financial Gravity Asset Management reported no remaining FIVE9 position as of Q1 2020 after selling out during the quarter.
  • Financial Gravity Asset Management sold 75 FIVE9 shares in Q1 2020, an estimated $5K.
  • Financial Gravity Asset Management first reported a position in FIVE9 in Q2 2018 and held it in 6 quarters.
  • Financial Gravity Asset Management's FIVE9 position peaked at $5K in Q4 2019.
  • 288 funds tracked by Wall St. Rank held FIVE9 as of Q1 2020.

Based on Financial Gravity Asset Management's 13F filing for Q1 2020, filed 12 May 2020.