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HM Payson & Co’s FIVE9 FIVN Stock Holding History

HM Payson & Co’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
Q4 		– Sell
-5
Closed -$1K – 1106
2021
Q3 		$1K Sell
5
-42
-89% -$7.66K ﹤0.01% 1040
2021
Q2 		$9K Buy
47
+42
+840% +$7.24K ﹤0.01% 828
2021
Q1 		$1K Hold
5
– – ﹤0.01% 1089
2020
Q4 		$1K Buy
+5
New +$760 ﹤0.01% 1048

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

HM Payson & Co's FIVN Position: Q4 2021 in Review

HM Payson & Co sold out of FIVE9 (FIVN) in Q4 2021, closing a stake of 5 shares — an estimated $1K sold.

HM Payson & Co first reported a position in FIVN in Q4 2020 and held it in 4 quarters. The position peaked at $9K in Q2 2021. 381 funds tracked by Wall St. Rank hold FIVN as of Q4 2021.

  • HM Payson & Co reported no remaining FIVE9 position as of Q4 2021 after selling out during the quarter.
  • HM Payson & Co sold 5 FIVE9 shares in Q4 2021, an estimated $1K.
  • HM Payson & Co first reported a position in FIVE9 in Q4 2020 and held it in 4 quarters.
  • HM Payson & Co's FIVE9 position peaked at $9K in Q2 2021.
  • 381 funds tracked by Wall St. Rank held FIVE9 as of Q4 2021.

Based on HM Payson & Co's 13F filing for Q4 2021, filed 15 Feb 2022.