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
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 $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Financial Gravity Asset Management's FIVN Position: Q4 2019 in Review

Financial Gravity Asset Management held its FIVE9 (FIVN) position steady in Q4 2019 at 75 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Financial Gravity Asset Management first reported a position in FIVN in Q2 2018 and has held it in 6 quarters since. 291 funds tracked by Wall St. Rank hold FIVN as of Q4 2019.

  • Financial Gravity Asset Management held 75 shares of FIVE9 worth $5K as of Q4 2019.
  • Financial Gravity Asset Management left its FIVE9 share count unchanged in Q4 2019.
  • FIVE9 made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2019, its #1268 holding.
  • Financial Gravity Asset Management first reported a position in FIVE9 in Q2 2018 and has held it in 6 quarters since.
  • 291 funds tracked by Wall St. Rank held FIVE9 as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.