Glen Eagle Advisors’s FIVE9 FIVN Stock Holding History

Glen Eagle Advisors’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
2023 Q1	–	Sell	-23	Closed	-$1.56K	–	1126
2022 Q4	$1.56K	Hold	23	–	–	﹤0.01%	932
2022 Q3	$1.73K	Buy	+23	New	+$2.23K	﹤0.01%	881

Other funds holding FIVN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Glen Eagle Advisors's FIVN Position: Q1 2023 in Review

Glen Eagle Advisors sold out of FIVE9 (FIVN) in Q1 2023, closing a stake of 23 shares — an estimated $1.56K sold.

Glen Eagle Advisors first reported a position in FIVN in Q3 2022 and held it in 2 quarters. The position peaked at $1.73K in Q3 2022. 339 funds tracked by Wall St. Rank hold FIVN as of Q1 2023.

Glen Eagle Advisors reported no remaining FIVE9 position as of Q1 2023 after selling out during the quarter.
Glen Eagle Advisors sold 23 FIVE9 shares in Q1 2023, an estimated $1.56K.
Glen Eagle Advisors first reported a position in FIVE9 in Q3 2022 and held it in 2 quarters.
Glen Eagle Advisors's FIVE9 position peaked at $1.73K in Q3 2022.
339 funds tracked by Wall St. Rank held FIVE9 as of Q1 2023.

Based on Glen Eagle Advisors's 13F filing for Q1 2023, filed 13 Aug 2024.