Global Wealth Management Investment Advisory’s FIVE9 FIVN Stock Holding History

Global Wealth Management Investment Advisory’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	-479	Closed	-$37.7K	–	247
2023 Q4	$37.7K	Buy	479 +279	+140%	+$19.4K	0.01%	212
2023 Q3	$12.9K	Hold	200	–	–	﹤0.01%	280
2023 Q2	$16.5K	Buy	+200	New	+$13.4K	﹤0.01%	263
2020 Q4	–	Sell	-50	Closed	-$6K	–	474
2020 Q3	$6K	Sell	50 -25	-33%	-$3.01K	﹤0.01%	315
2020 Q2	$8K	Sell	75 -25	-25%	-$2.43K	﹤0.01%	374
2020 Q1	$8K	Hold	100	–	–	﹤0.01%	361
2019 Q4	$7K	Hold	100	–	–	﹤0.01%	394
2019 Q3	$5K	Hold	100	–	–	﹤0.01%	398
2019 Q2	$5K	Hold	100	–	–	﹤0.01%	439
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	448
2018 Q4	$4K	Buy	+100	New	+$4.02K	﹤0.01%	507

Other funds holding FIVN

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

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

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

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

Global Wealth Management Investment Advisory's FIVN Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of FIVE9 (FIVN) in Q1 2024, closing a stake of 479 shares — an estimated $37.7K sold.

Global Wealth Management Investment Advisory first reported a position in FIVN in Q4 2018 and held it in 11 quarters. The position peaked at $37.7K in Q4 2023. 311 funds tracked by Wall St. Rank hold FIVN as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining FIVE9 position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 479 FIVE9 shares in Q1 2024, an estimated $37.7K.
Global Wealth Management Investment Advisory first reported a position in FIVE9 in Q4 2018 and held it in 11 quarters.
Global Wealth Management Investment Advisory's FIVE9 position peaked at $37.7K in Q4 2023.
311 funds tracked by Wall St. Rank held FIVE9 as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.