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FIVN icon

Harel Insurance Investments & Financial Services’s FIVE9 FIVN Stock Holding History

Harel Insurance Investments & Financial Services’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
Q4 		– Sell
-149
Closed -$10K – 632
2023
Q3 		$10K Sell
149
-12
-7% -$898 ﹤0.01% 593
2023
Q2 		$13K Sell
161
-12
-7% -$805 ﹤0.01% 603
2023
Q1 		$13K Sell
173
-53
-23% -$3.79K ﹤0.01% 609
2022
Q4 		$15K Sell
226
-39
-15% -$2.45K ﹤0.01% 590
2022
Q3 		$20K Sell
265
-13
-5% -$1.26K ﹤0.01% 597
2022
Q2 		$25K Sell
278
-126
-31% -$12.7K ﹤0.01% 618
2022
Q1 		$45K Sell
404
-367
-48% -$42.7K ﹤0.01% 530
2021
Q4 		$108K Sell
771
-126
-14% -$18.6K ﹤0.01% 496
2021
Q3 		$143K Sell
897
-11
-1% -$2.01K ﹤0.01% 414
2021
Q2 		$167K Sell
908
-1,578
-63% -$272K ﹤0.01% 604
2021
Q1 		$844K Buy
2,486
+820
+49% +$140K 0.02% 399
2020
Q4 		$291K Buy
1,666
+146
+10% +$22.2K 0.01% 442
2020
Q3 		$196K Buy
+1,520
New +$183K 0.01% 309
2016
Q3 		– Sell
-9,690
Closed -$115K – 545
2016
Q2 		$115K Buy
+9,690
New +$98.2K 0.01% 220

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 $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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harel Insurance Investments & Financial Services's FIVN Position: Q4 2023 in Review

Harel Insurance Investments & Financial Services sold out of FIVE9 (FIVN) in Q4 2023, closing a stake of 149 shares — an estimated $10K sold.

Harel Insurance Investments & Financial Services first reported a position in FIVN in Q2 2016 and held it in 14 quarters. The position peaked at $844K in Q1 2021. 349 funds tracked by Wall St. Rank hold FIVN as of Q4 2023.

  • Harel Insurance Investments & Financial Services reported no remaining FIVE9 position as of Q4 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 149 FIVE9 shares in Q4 2023, an estimated $10K.
  • Harel Insurance Investments & Financial Services first reported a position in FIVE9 in Q2 2016 and held it in 14 quarters.
  • Harel Insurance Investments & Financial Services's FIVE9 position peaked at $844K in Q1 2021.
  • 349 funds tracked by Wall St. Rank held FIVE9 as of Q4 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2023, filed 30 Jan 2024.