GWSG
FIVN icon

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 $1.9T AUM 41.92% 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 $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
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return