HAG
FIVN icon

HighPoint Advisor Group’s FIVE9 FIVN Stock Holding History

HighPoint Advisor 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
2021
Q3 		$971K Sell
6,077
-172
-3% -$31.4K 0.1% 174
2021
Q2 		$1.15M Sell
6,249
-46
-0.7% -$7.93K 0.12% 145
2021
Q1 		$1.09M Buy
6,295
+90
+1% +$15.4K 0.13% 134
2020
Q4 		$1.1M Buy
+6,205
New +$944K 0.13% 132

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HighPoint Advisor Group's FIVN Position: Q3 2021 in Review

HighPoint Advisor Group reduced its FIVE9 (FIVN) stake by 2.8% in Q3 2021, selling an estimated $31.4K and leaving 6,077 shares worth $971K. The position accounts for 0.1% of the portfolio, ranked #174.

HighPoint Advisor Group first reported a position in FIVN in Q4 2020 and has held it in 4 quarters since. The position peaked at $1.15M in Q2 2021. 400 funds tracked by Wall St. Rank hold FIVN as of Q3 2021.

  • HighPoint Advisor Group held 6,077 shares of FIVE9 worth $971K as of Q3 2021.
  • HighPoint Advisor Group sold 172 FIVE9 shares in Q3 2021, an estimated $31.4K.
  • FIVE9 made up 0.1% of HighPoint Advisor Group's portfolio in Q3 2021, its #174 holding.
  • HighPoint Advisor Group first reported a position in FIVE9 in Q4 2020 and has held it in 4 quarters since.
  • HighPoint Advisor Group's FIVE9 position peaked at $1.15M in Q2 2021.
  • 400 funds tracked by Wall St. Rank held FIVE9 as of Q3 2021.

Based on HighPoint Advisor Group's 13F filing for Q3 2021, filed 15 Nov 2021.