GWS
FIVN icon

Glassman Wealth Services’s FIVE9 FIVN Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-194
Closed -$15.3K – 775
2023
Q4 		$15.3K Hold
194
– – ﹤0.01% 767
2023
Q3 		$12.5K Hold
194
– – ﹤0.01% 787
2023
Q2 		$16K Sell
194
-11
-5% -$738 ﹤0.01% 684
2023
Q1 		$14.8K Hold
205
– – ﹤0.01% 706
2022
Q4 		$13.9K Buy
205
+192
+1,477% +$12.1K ﹤0.01% 751
2022
Q3 		$1K Sell
13
-5
-28% -$486 ﹤0.01% 1400
2022
Q2 		$2K Hold
18
– – ﹤0.01% 1231
2022
Q1 		$2K Sell
18
-58
-76% -$6.75K ﹤0.01% 1223
2021
Q4 		$10K Sell
76
-53
-41% -$7.84K ﹤0.01% 789
2021
Q3 		$21K Sell
129
-1
-0.8% -$182 ﹤0.01% 569
2021
Q2 		$24K Buy
130
+16
+14% +$2.76K 0.01% 522
2021
Q1 		$18K Buy
114
+104
+1,040% +$17.8K ﹤0.01% 553
2020
Q4 		$2K Hold
10
– – ﹤0.01% 1062
2020
Q3 		$1K Buy
+10
New +$1.2K ﹤0.01% 1150
2019
Q3 		– Sell
-400
Closed -$21K – 1144
2019
Q2 		$21K Hold
400
– – 0.01% 359
2019
Q1 		$21K Buy
+400
New +$20.3K 0.01% 347

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return