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Johanson Financial Advisors’s FIVE9 FIVN Stock Holding History

Johanson Financial 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
2020
Q1 		– Sell
-17,182
Closed -$262K – 142
2019
Q4 		$262K Buy
+17,182
New +$1.05M 0.01% 219

Other funds holding FIVN

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Johanson Financial Advisors's FIVN Position: Q1 2020 in Review

Johanson Financial Advisors sold out of FIVE9 (FIVN) in Q1 2020, closing a stake of 17,182 shares — an estimated $262K sold.

Johanson Financial Advisors first reported a position in FIVN in Q4 2019 and held it in 1 quarter. The position peaked at $262K in Q4 2019. 288 funds tracked by Wall St. Rank hold FIVN as of Q1 2020.

  • Johanson Financial Advisors reported no remaining FIVE9 position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 17,182 FIVE9 shares in Q1 2020, an estimated $262K.
  • Johanson Financial Advisors first reported a position in FIVE9 in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's FIVE9 position peaked at $262K in Q4 2019.
  • 288 funds tracked by Wall St. Rank held FIVE9 as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.