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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Glassman Wealth Services's FIVN Position: Q1 2024 in Review

Glassman Wealth Services sold out of FIVE9 (FIVN) in Q1 2024, closing a stake of 194 shares — an estimated $15.3K sold.

Glassman Wealth Services first reported a position in FIVN in Q1 2019 and held it in 16 quarters. The position peaked at $24K in Q2 2021. 311 funds tracked by Wall St. Rank hold FIVN as of Q1 2024.

Glassman Wealth Services reported no remaining FIVE9 position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 194 FIVE9 shares in Q1 2024, an estimated $15.3K.
Glassman Wealth Services first reported a position in FIVE9 in Q1 2019 and held it in 16 quarters.
Glassman Wealth Services's FIVE9 position peaked at $24K in Q2 2021.
311 funds tracked by Wall St. Rank held FIVE9 as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.