FCH
FIVN icon

Freestone Capital Holdings’s FIVE9 FIVN Stock Holding History

Freestone Capital Holdings’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
Q1 		– Sell
-272
Closed -$13.1K – 390
2019
Q4 		$13.1K Buy
+272
New +$16.6K 0.27% 23

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WA
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 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

Freestone Capital Holdings's FIVN Position: Q1 2020 in Review

Freestone Capital Holdings sold out of FIVE9 (FIVN) in Q1 2020, closing a stake of 272 shares — an estimated $13.1K sold.

Freestone Capital Holdings first reported a position in FIVN in Q4 2019 and held it in 1 quarter. The position peaked at $13.1K in Q4 2019. 288 funds tracked by Wall St. Rank hold FIVN as of Q1 2020.

  • Freestone Capital Holdings reported no remaining FIVE9 position as of Q1 2020 after selling out during the quarter.
  • Freestone Capital Holdings sold 272 FIVE9 shares in Q1 2020, an estimated $13.1K.
  • Freestone Capital Holdings first reported a position in FIVE9 in Q4 2019 and held it in 1 quarter.
  • Freestone Capital Holdings's FIVE9 position peaked at $13.1K in Q4 2019.
  • 288 funds tracked by Wall St. Rank held FIVE9 as of Q1 2020.

Based on Freestone Capital Holdings's 13F filing for Q1 2020, filed 12 May 2020.