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J. Safra Asset Management’s FIVE9 FIVN Stock Holding History

J. Safra 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
Q3 		– Sell
-18
Closed -$794 – 307
2024
Q2 		$794 Buy
+18
New +$935 ﹤0.01% 262

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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

J. Safra Asset Management's FIVN Position: Q3 2024 in Review

J. Safra Asset Management sold out of FIVE9 (FIVN) in Q3 2024, closing a stake of 18 shares — an estimated $794 sold.

J. Safra Asset Management first reported a position in FIVN in Q2 2024 and held it in 1 quarter. The position peaked at $794 in Q2 2024. 269 funds tracked by Wall St. Rank hold FIVN as of Q3 2024.

  • J. Safra Asset Management reported no remaining FIVE9 position as of Q3 2024 after selling out during the quarter.
  • J. Safra Asset Management sold 18 FIVE9 shares in Q3 2024, an estimated $794.
  • J. Safra Asset Management first reported a position in FIVE9 in Q2 2024 and held it in 1 quarter.
  • J. Safra Asset Management's FIVE9 position peaked at $794 in Q2 2024.
  • 269 funds tracked by Wall St. Rank held FIVE9 as of Q3 2024.

Based on J. Safra Asset Management's 13F filing for Q3 2024, filed 13 Nov 2024.