IP
FIVN icon

Intellectus Partners’s FIVE9 FIVN Stock Holding History

Intellectus 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
2019
Q1 		– Sell
-4,991
Closed -$218K – 433
2018
Q4 		$218K Hold
4,991
– – 0.15% 113
2018
Q3 		$218K Hold
4,991
– – 0.08% 228
2018
Q2 		$173K Sell
4,991
-4,990
-50% -$162K 0.06% 232
2018
Q1 		$297K Hold
9,981
– – 0.1% 196
2017
Q4 		$248K Sell
9,981
-9,980
-50% -$246K 0.09% 197
2017
Q3 		$477K Hold
19,961
– – 0.2% 123
2017
Q2 		$430K Hold
19,961
– – 0.19% 126
2017
Q1 		$329K Hold
19,961
– – 0.17% 138
2016
Q4 		$283K Buy
+19,961
New +$288K 0.15% 144

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return