Heritage Wealth Management (Arizona)’s FIVE9 FIVN Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$80.8K	Buy	1,190 +595	+100%	+$37.3K	0.01%	440
2022 Q3	$45K	Hold	595	–	–	0.01%	413
2022 Q2	$54.2K	Hold	595	–	–	0.02%	408
2022 Q1	$66K	Buy	+595	New	+$69.3K	0.02%	428
2021 Q3	$95K	Hold	595	–	–	0.03%	352
2021 Q2	$109K	Sell	595 -125	-17%	-$21.5K	0.04%	326
2021 Q1	$113K	Buy	+720	New	+$123K	0.06%	233

Other funds holding FIVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s FIVN Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its FIVE9 (FIVN) stake by 100% in Q4 2022, buying an estimated $37.3K and bringing the position to 1,190 shares worth $80.8K. The position accounts for 0.01% of the portfolio, ranked #440.

Heritage Wealth Management (Arizona) first reported a position in FIVN in Q1 2021 and has held it in 7 quarters since. The position peaked at $113K in Q1 2021. 326 funds tracked by Wall St. Rank hold FIVN as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,190 shares of FIVE9 worth $80.8K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 595 FIVE9 shares in Q4 2022, an estimated $37.3K.
FIVE9 made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #440 holding.
Heritage Wealth Management (Arizona) first reported a position in FIVE9 in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s FIVE9 position peaked at $113K in Q1 2021.
326 funds tracked by Wall St. Rank held FIVE9 as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.