JFS Wealth Advisors’s FIVE9 FIVN Stock Holding History

JFS Wealth Advisors’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
2022 Q1	–	Sell	-4	Closed	-$1K	–	1868
2021 Q4	$1K	Buy	+4	New	+$592	﹤0.01%	1351

Other funds holding FIVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

JFS Wealth Advisors's FIVN Position: Q1 2022 in Review

JFS Wealth Advisors sold out of FIVE9 (FIVN) in Q1 2022, closing a stake of 4 shares — an estimated $1K sold.

JFS Wealth Advisors first reported a position in FIVN in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 347 funds tracked by Wall St. Rank hold FIVN as of Q1 2022.

JFS Wealth Advisors reported no remaining FIVE9 position as of Q1 2022 after selling out during the quarter.
JFS Wealth Advisors sold 4 FIVE9 shares in Q1 2022, an estimated $1K.
JFS Wealth Advisors first reported a position in FIVE9 in Q4 2021 and held it in 1 quarter.
JFS Wealth Advisors's FIVE9 position peaked at $1K in Q4 2021.
347 funds tracked by Wall St. Rank held FIVE9 as of Q1 2022.

Based on JFS Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.