JCM
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Jacobi Capital Management’s FIVE9 FIVN Stock Holding History

Jacobi Capital 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
2021
Q3 		– Sell
-73
Closed -$13K – 1459
2021
Q2 		$13K Buy
73
+22
+43% +$3.79K ﹤0.01% 954
2021
Q1 		$8K Buy
51
+34
+200% +$5.81K ﹤0.01% 1028
2020
Q4 		$3K Buy
17
+1
+6% +$152 ﹤0.01% 1102
2020
Q3 		$2K Buy
16
+8
+100% +$962 ﹤0.01% 1093
2020
Q2 		$1K Buy
+8
New +$779 ﹤0.01% 1132

Other funds holding FIVN

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T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jacobi Capital Management's FIVN Position: Q3 2021 in Review

Jacobi Capital Management sold out of FIVE9 (FIVN) in Q3 2021, closing a stake of 73 shares — an estimated $13K sold.

Jacobi Capital Management first reported a position in FIVN in Q2 2020 and held it in 5 quarters. The position peaked at $13K in Q2 2021. 401 funds tracked by Wall St. Rank hold FIVN as of Q3 2021.

  • Jacobi Capital Management reported no remaining FIVE9 position as of Q3 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 73 FIVE9 shares in Q3 2021, an estimated $13K.
  • Jacobi Capital Management first reported a position in FIVE9 in Q2 2020 and held it in 5 quarters.
  • Jacobi Capital Management's FIVE9 position peaked at $13K in Q2 2021.
  • 401 funds tracked by Wall St. Rank held FIVE9 as of Q3 2021.

Based on Jacobi Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.