HWM
FIVN icon

HighMark Wealth Management’s FIVE9 FIVN Stock Holding History

HighMark Wealth Management’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
Q2 		– Sell
-97
Closed -$7.01K – 588
2023
Q1 		$7.01K Buy
+97
New +$6.94K 0.01% 348

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HighMark Wealth Management's FIVN Position: Q2 2023 in Review

HighMark Wealth Management sold out of FIVE9 (FIVN) in Q2 2023, closing a stake of 97 shares — an estimated $7.01K sold.

HighMark Wealth Management first reported a position in FIVN in Q1 2023 and held it in 1 quarter. The position peaked at $7.01K in Q1 2023. 335 funds tracked by Wall St. Rank hold FIVN as of Q2 2023.

  • HighMark Wealth Management reported no remaining FIVE9 position as of Q2 2023 after selling out during the quarter.
  • HighMark Wealth Management sold 97 FIVE9 shares in Q2 2023, an estimated $7.01K.
  • HighMark Wealth Management first reported a position in FIVE9 in Q1 2023 and held it in 1 quarter.
  • HighMark Wealth Management's FIVE9 position peaked at $7.01K in Q1 2023.
  • 335 funds tracked by Wall St. Rank held FIVE9 as of Q2 2023.

Based on HighMark Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.