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GPS Wealth Strategies Group’s FIVE9 FIVN Stock Holding History

GPS Wealth Strategies Group’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
Q2 		– Sell
-60
Closed -$3.73K – 1375
2024
Q1 		$3.73K Hold
60
– – ﹤0.01% 1059
2023
Q4 		$4.72K Hold
60
– – ﹤0.01% 992
2023
Q3 		$3.86K Hold
60
– – ﹤0.01% 1018
2023
Q2 		$4.95K Hold
60
– – ﹤0.01% 992
2023
Q1 		$4.34K Buy
+60
New +$4.29K ﹤0.01% 1001
2022
Q4 		– Sell
-60
Closed -$4K – 460
2022
Q3 		$4K Hold
60
– – ﹤0.01% 929
2022
Q2 		$5K Buy
60
+16
+36% +$1.62K ﹤0.01% 876
2022
Q1 		$5K Buy
44
+22
+100% +$2.56K ﹤0.01% 842
2021
Q4 		$3K Hold
22
– – ﹤0.01% 942
2021
Q3 		$4K Hold
22
– – ﹤0.01% 863
2021
Q2 		$4K Hold
22
– – ﹤0.01% 884
2021
Q1 		$3K Buy
+22
New +$3.76K ﹤0.01% 820

Other funds holding FIVN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GPS Wealth Strategies Group's FIVN Position: Q2 2024 in Review

GPS Wealth Strategies Group sold out of FIVE9 (FIVN) in Q2 2024, closing a stake of 60 shares — an estimated $3.73K sold.

GPS Wealth Strategies Group first reported a position in FIVN in Q1 2021 and held it in 12 quarters. The position peaked at $5K in Q2 2022. 297 funds tracked by Wall St. Rank hold FIVN as of Q2 2024.

  • GPS Wealth Strategies Group reported no remaining FIVE9 position as of Q2 2024 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 60 FIVE9 shares in Q2 2024, an estimated $3.73K.
  • GPS Wealth Strategies Group first reported a position in FIVE9 in Q1 2021 and held it in 12 quarters.
  • GPS Wealth Strategies Group's FIVE9 position peaked at $5K in Q2 2022.
  • 297 funds tracked by Wall St. Rank held FIVE9 as of Q2 2024.

Based on GPS Wealth Strategies Group's 13F filing for Q2 2024, filed 16 Jul 2024.