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Garrett Wealth Advisory Group’s FIVE9 FIVN Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-52
Closed -$2.79K – 258
2019
Q3 		$2.79K Buy
+52
New +$2.92K ﹤0.01% 476

Other funds holding FIVN

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Garrett Wealth Advisory Group's FIVN Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of FIVE9 (FIVN) in Q4 2019, closing a stake of 52 shares — an estimated $2.79K sold.

Garrett Wealth Advisory Group first reported a position in FIVN in Q3 2019 and held it in 1 quarter. The position peaked at $2.79K in Q3 2019. 291 funds tracked by Wall St. Rank hold FIVN as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining FIVE9 position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 52 FIVE9 shares in Q4 2019, an estimated $2.79K.
  • Garrett Wealth Advisory Group first reported a position in FIVE9 in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's FIVE9 position peaked at $2.79K in Q3 2019.
  • 291 funds tracked by Wall St. Rank held FIVE9 as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.