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Institutional & Family Asset Management’s FIVE9 FIVN Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$397 Hold
9
– – ﹤0.01% 709
2024
Q1 		$559 Hold
9
– – ﹤0.01% 682
2023
Q4 		$708 Hold
9
– – ﹤0.01% 645
2023
Q3 		$579 Buy
9
+2
+29% +$150 ﹤0.01% 656
2023
Q2 		$577 Hold
7
– – ﹤0.01% 669
2023
Q1 		$506 Hold
7
– – ﹤0.01% 670
2022
Q4 		$475 Hold
7
– – ﹤0.01% 663
2022
Q3 		$1K Hold
7
– – ﹤0.01% 633
2022
Q2 		$1K Buy
+7
New +$708 ﹤0.01% 652

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

Institutional & Family Asset Management's FIVN Position: Q2 2024 in Review

Institutional & Family Asset Management held its FIVE9 (FIVN) position steady in Q2 2024 at 9 shares worth $397. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Institutional & Family Asset Management first reported a position in FIVN in Q2 2022 and has held it in 9 quarters since. The position peaked at $1K in Q3 2022. 296 funds tracked by Wall St. Rank hold FIVN as of Q2 2024.

  • Institutional & Family Asset Management held 9 shares of FIVE9 worth $397 as of Q2 2024.
  • Institutional & Family Asset Management left its FIVE9 share count unchanged in Q2 2024.
  • FIVE9 made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #709 holding.
  • Institutional & Family Asset Management first reported a position in FIVE9 in Q2 2022 and has held it in 9 quarters since.
  • Institutional & Family Asset Management's FIVE9 position peaked at $1K in Q3 2022.
  • 296 funds tracked by Wall St. Rank held FIVE9 as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.