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Industrial Alliance Investment Management’s FIVE9 FIVN Stock Holding History

Industrial Alliance Investment 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
2022
Q4 		– Sell
-5,130
Closed -$385K – 448
2022
Q3 		$385K Sell
5,130
-14,140
-73% -$1.37M 0.01% 303
2022
Q2 		$1.76M Sell
19,270
-3,730
-16% -$377K 0.05% 227
2022
Q1 		$2.54M Buy
+23,000
New +$2.68M 0.06% 229

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Industrial Alliance Investment Management's FIVN Position: Q4 2022 in Review

Industrial Alliance Investment Management sold out of FIVE9 (FIVN) in Q4 2022, closing a stake of 5,130 shares — an estimated $385K sold.

Industrial Alliance Investment Management first reported a position in FIVN in Q1 2022 and held it in 3 quarters. The position peaked at $2.54M in Q1 2022. 327 funds tracked by Wall St. Rank hold FIVN as of Q4 2022.

  • Industrial Alliance Investment Management reported no remaining FIVE9 position as of Q4 2022 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 5,130 FIVE9 shares in Q4 2022, an estimated $385K.
  • Industrial Alliance Investment Management first reported a position in FIVE9 in Q1 2022 and held it in 3 quarters.
  • Industrial Alliance Investment Management's FIVE9 position peaked at $2.54M in Q1 2022.
  • 327 funds tracked by Wall St. Rank held FIVE9 as of Q4 2022.

Based on Industrial Alliance Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.