IWA
FIVN icon

Icon Wealth Advisors’s FIVE9 FIVN Stock Holding History

Icon Wealth Advisors’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
2024
Q2 		– Sell
-2,536
Closed -$158K – 458
2024
Q1 		$158K Sell
2,536
-117
-4% -$8.13K 0.01% 380
2023
Q4 		$209K Buy
+2,653
New +$185K 0.02% 316
2022
Q4 		$209K Sell
3,078
-281
-8% -$17.6K 0.02% 306
2022
Q3 		$252K Buy
+3,359
New +$326K 0.03% 266

Other funds holding FIVN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Icon Wealth Advisors's FIVN Position: Q2 2024 in Review

Icon Wealth Advisors sold out of FIVE9 (FIVN) in Q2 2024, closing a stake of 2,536 shares — an estimated $158K sold.

Icon Wealth Advisors first reported a position in FIVN in Q3 2022 and held it in 4 quarters. The position peaked at $252K in Q3 2022. 296 funds tracked by Wall St. Rank hold FIVN as of Q2 2024.

  • Icon Wealth Advisors reported no remaining FIVE9 position as of Q2 2024 after selling out during the quarter.
  • Icon Wealth Advisors sold 2,536 FIVE9 shares in Q2 2024, an estimated $158K.
  • Icon Wealth Advisors first reported a position in FIVE9 in Q3 2022 and held it in 4 quarters.
  • Icon Wealth Advisors's FIVE9 position peaked at $252K in Q3 2022.
  • 296 funds tracked by Wall St. Rank held FIVE9 as of Q2 2024.

Based on Icon Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.