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Grove Bank & Trust’s FIVE9 FIVN Stock Holding History

Grove Bank & Trust’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
2025
Q1 		– Sell
-1
Closed -$41 – 853
2024
Q4 		$41 Buy
+1
New +$36 ﹤0.01% 782

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Grove Bank & Trust's FIVN Position: Q1 2025 in Review

Grove Bank & Trust sold out of FIVE9 (FIVN) in Q1 2025, closing a stake of 1 share — an estimated $41 sold.

Grove Bank & Trust first reported a position in FIVN in Q4 2024 and held it in 1 quarter. The position peaked at $41 in Q4 2024. 306 funds tracked by Wall St. Rank hold FIVN as of Q1 2025.

  • Grove Bank & Trust reported no remaining FIVE9 position as of Q1 2025 after selling out during the quarter.
  • Grove Bank & Trust sold 1 FIVE9 share in Q1 2025, an estimated $41.
  • Grove Bank & Trust first reported a position in FIVE9 in Q4 2024 and held it in 1 quarter.
  • Grove Bank & Trust's FIVE9 position peaked at $41 in Q4 2024.
  • 306 funds tracked by Wall St. Rank held FIVE9 as of Q1 2025.

Based on Grove Bank & Trust's 13F filing for Q1 2025, filed 17 Apr 2025.