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FIVN icon

FourThought Financial’s FIVE9 FIVN Stock Holding History

FourThought Financial’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
2022
Q3 		$2K Hold
21
– – ﹤0.01% 1321
2022
Q2 		$2K Hold
21
– – ﹤0.01% 1325
2022
Q1 		$2K Hold
21
– – ﹤0.01% 1335
2021
Q4 		$3K Hold
21
– – ﹤0.01% 1309
2021
Q3 		$3K Sell
21
-22
-51% -$4.01K ﹤0.01% 1305
2021
Q2 		$7K Hold
43
– – ﹤0.01% 1158
2021
Q1 		$6K Hold
43
– – ﹤0.01% 1146
2020
Q4 		$7K Buy
+43
New +$6.54K ﹤0.01% 1087

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

FourThought Financial's FIVN Position: Q3 2022 in Review

FourThought Financial held its FIVE9 (FIVN) position steady in Q3 2022 at 21 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

FourThought Financial first reported a position in FIVN in Q4 2020 and has held it in 8 quarters since. The position peaked at $7K in Q2 2021. 336 funds tracked by Wall St. Rank hold FIVN as of Q3 2022.

  • FourThought Financial held 21 shares of FIVE9 worth $2K as of Q3 2022.
  • FourThought Financial left its FIVE9 share count unchanged in Q3 2022.
  • FIVE9 made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1321 holding.
  • FourThought Financial first reported a position in FIVE9 in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's FIVE9 position peaked at $7K in Q2 2021.
  • 336 funds tracked by Wall St. Rank held FIVE9 as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.