FWM
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Focused Wealth Management’s FIVE9 FIVN Stock Holding History

Focused Wealth 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
Q3 		– Sell
-1,200
Closed -$25K – 803
2020
Q2 		$25K Hold
1,200
– – 0.01% 381
2020
Q1 		$5K Buy
+1,200
New +$85.5K ﹤0.01% 524
2019
Q3 		– Sell
-2,600
Closed -$15K – 725
2019
Q2 		$15K Buy
+2,600
New +$132K ﹤0.01% 455

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 $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
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
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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Focused Wealth Management's FIVN Position: Q3 2020 in Review

Focused Wealth Management sold out of FIVE9 (FIVN) in Q3 2020, closing a stake of 1,200 shares — an estimated $133K sold.

Focused Wealth Management first reported a position in FIVN in Q3 2019 and held it in 4 quarters. The position peaked at $133K in Q2 2020. 361 funds tracked by Wall St. Rank hold FIVN as of Q3 2020.

  • Focused Wealth Management reported no remaining FIVE9 position as of Q3 2020 after selling out during the quarter.
  • Focused Wealth Management sold 1,200 FIVE9 shares in Q3 2020, an estimated $133K.
  • Focused Wealth Management first reported a position in FIVE9 in Q3 2019 and held it in 4 quarters.
  • Focused Wealth Management's FIVE9 position peaked at $133K in Q2 2020.
  • 361 funds tracked by Wall St. Rank held FIVE9 as of Q3 2020.

Based on Focused Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.