Founders Financial Alliance’s FIVE9 FIVN Stock Holding History

Founders Financial Alliance’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 Q4	–	Sell	-46	Closed	-$5K	–	724
2020 Q3	$5K	Buy	+46	New	+$5.53K	﹤0.01%	964

Other funds holding FIVN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Founders Financial Alliance's FIVN Position: Q4 2020 in Review

Founders Financial Alliance sold out of FIVE9 (FIVN) in Q4 2020, closing a stake of 46 shares — an estimated $5K sold.

Founders Financial Alliance first reported a position in FIVN in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 403 funds tracked by Wall St. Rank hold FIVN as of Q4 2020.

Founders Financial Alliance reported no remaining FIVE9 position as of Q4 2020 after selling out during the quarter.
Founders Financial Alliance sold 46 FIVE9 shares in Q4 2020, an estimated $5K.
Founders Financial Alliance first reported a position in FIVE9 in Q3 2020 and held it in 1 quarter.
Founders Financial Alliance's FIVE9 position peaked at $5K in Q3 2020.
403 funds tracked by Wall St. Rank held FIVE9 as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.