IWP
FIVN icon

Icon Wealth Partners’s FIVE9 FIVN Stock Holding History

Icon Wealth Partners’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
Q3 		$120K Sell
1,859
-1,365
-42% -$102K 0.01% 357
2023
Q2 		$266K Sell
3,224
-458
-12% -$30.7K 0.03% 274
2023
Q1 		$266K Buy
+3,682
New +$263K 0.03% 270
2022
Q2 		$396K Sell
4,343
-888
-17% -$89.8K 0.05% 207
2022
Q1 		$578K Buy
5,231
+495
+10% +$57.6K 0.06% 195
2021
Q4 		$650K Buy
+4,736
New +$700K 0.07% 190

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Icon Wealth Partners's FIVN Position: Q3 2023 in Review

Icon Wealth Partners reduced its FIVE9 (FIVN) stake by 42% in Q3 2023, selling an estimated $102K and leaving 1,859 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #357.

Icon Wealth Partners first reported a position in FIVN in Q4 2021 and has held it in 6 quarters since. The position peaked at $650K in Q4 2021. 327 funds tracked by Wall St. Rank hold FIVN as of Q3 2023.

  • Icon Wealth Partners held 1,859 shares of FIVE9 worth $120K as of Q3 2023.
  • Icon Wealth Partners sold 1,365 FIVE9 shares in Q3 2023, an estimated $102K.
  • FIVE9 made up 0.01% of Icon Wealth Partners's portfolio in Q3 2023, its #357 holding.
  • Icon Wealth Partners first reported a position in FIVE9 in Q4 2021 and has held it in 6 quarters since.
  • Icon Wealth Partners's FIVE9 position peaked at $650K in Q4 2021.
  • 327 funds tracked by Wall St. Rank held FIVE9 as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.