Gilbert & Cook’s FIVE9 FIVN Stock Holding History

Gilbert & Cook’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
2021 Q2	–	Sell	-1,778	Closed	-$278K	–	217
2021 Q1	$278K	Buy	1,778 +556	+45%	+$95K	0.05%	164
2020 Q4	$213K	Sell	1,222 -331	-21%	-$50.3K	0.05%	174
2020 Q3	$201K	Buy	+1,553	New	+$187K	0.05%	152

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

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

WRCM

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

EAM

Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

Gilbert & Cook's FIVN Position: Q2 2021 in Review

Gilbert & Cook sold out of FIVE9 (FIVN) in Q2 2021, closing a stake of 1,778 shares — an estimated $278K sold.

Gilbert & Cook first reported a position in FIVN in Q3 2020 and held it in 3 quarters. The position peaked at $278K in Q1 2021. 397 funds tracked by Wall St. Rank hold FIVN as of Q2 2021.

Gilbert & Cook reported no remaining FIVE9 position as of Q2 2021 after selling out during the quarter.
Gilbert & Cook sold 1,778 FIVE9 shares in Q2 2021, an estimated $278K.
Gilbert & Cook first reported a position in FIVE9 in Q3 2020 and held it in 3 quarters.
Gilbert & Cook's FIVE9 position peaked at $278K in Q1 2021.
397 funds tracked by Wall St. Rank held FIVE9 as of Q2 2021.

Based on Gilbert & Cook's 13F filing for Q2 2021, filed 13 Jul 2021.