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Jamison Private Wealth Management’s FIVE9 FIVN Stock Holding History

Jamison Private Wealth 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
Q4 		– Sell
-32
Closed -$920 – 298
2024
Q3 		$920 Hold
32
– – ﹤0.01% 431
2024
Q2 		$1.41K Hold
32
– – ﹤0.01% 396
2024
Q1 		$1.99K Hold
32
– – ﹤0.01% 400
2023
Q4 		$2.52K Hold
32
– – ﹤0.01% 363
2023
Q3 		$2.06K Buy
+32
New +$2.4K ﹤0.01% 363

Other funds holding FIVN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $105B AUM 38.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Jamison Private Wealth Management's FIVN Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of FIVE9 (FIVN) in Q4 2024, closing a stake of 32 shares — an estimated $920 sold.

Jamison Private Wealth Management first reported a position in FIVN in Q3 2023 and held it in 5 quarters. The position peaked at $2.52K in Q4 2023. 296 funds tracked by Wall St. Rank hold FIVN as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining FIVE9 position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 32 FIVE9 shares in Q4 2024, an estimated $920.
  • Jamison Private Wealth Management first reported a position in FIVE9 in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's FIVE9 position peaked at $2.52K in Q4 2023.
  • 296 funds tracked by Wall St. Rank held FIVE9 as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.