FGIM
FIVN icon

First Growth Investment Manager’s FIVE9 FIVN Stock Holding History

First Growth Investment Manager’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
2023
Q2 		$4.49M Buy
54,500
+17,250
+46% +$1.16M 7.55% 2
2023
Q1 		$2.69M Buy
37,250
+7,750
+26% +$554K 4.84% 10
2022
Q4 		$2M Sell
29,500
-11,500
-28% -$722K 4.37% 9
2022
Q3 		$3.07M Sell
41,000
-500
-1% -$48.6K 4.86% 9
2022
Q2 		$3.78M Sell
41,500
-1,700
-4% -$172K 4.89% 9
2022
Q1 		$4.77M Buy
43,200
+5,000
+13% +$582K 3.47% 14
2021
Q4 		$5.25M Buy
38,200
+650
+2% +$96.1K 2.7% 15
2021
Q3 		$6M Hold
37,550
– – 2.18% 16
2021
Q2 		$6.89M Buy
37,550
+1,000
+3% +$172K 2.52% 16
2021
Q1 		$5.71M Sell
36,550
-50
-0.1% -$8.54K 1.95% 25
2020
Q4 		$6.38M Buy
+36,600
New +$5.57M 4.48% 11

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return