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FIVN icon

Juncture Wealth Strategies’s FIVE9 FIVN Stock Holding History

Juncture Wealth Strategies’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
Q1 		– Sell
-5,771
Closed -$454K – 116
2023
Q4 		$454K Sell
5,771
-597
-9% -$41.6K 0.21% 79
2023
Q3 		$409K Buy
+6,368
New +$477K 0.2% 91
2022
Q3 		– Sell
-4,101
Closed -$374K – 107
2022
Q2 		$374K Sell
4,101
-1,130
-22% -$114K 0.18% 83
2022
Q1 		$578K Sell
5,231
-1,959
-27% -$228K 0.27% 71
2021
Q4 		$987K Buy
7,190
+272
+4% +$40.2K 0.47% 50
2021
Q3 		$1.1M Buy
6,918
+533
+8% +$97.3K 0.58% 35
2021
Q2 		$1.24M Sell
6,385
-263
-4% -$45.3K 0.71% 31
2021
Q1 		$1.01M Sell
6,648
-234
-3% -$40K 0.63% 34
2020
Q4 		$1.2M Sell
6,882
-829
-11% -$126K 0.76% 31
2020
Q3 		$1M Buy
7,711
+79
+1% +$9.5K 0.69% 32
2020
Q2 		$845K Sell
7,632
-3,091
-29% -$301K 0.64% 36
2020
Q1 		$820K Sell
10,723
-1,263
-11% -$90K 0.76% 34
2019
Q4 		$786K Sell
11,986
-415
-3% -$25.4K 0.61% 43
2019
Q3 		$666K Sell
12,401
-450
-4% -$25.3K 0.59% 45
2019
Q2 		$659K Buy
12,851
+935
+8% +$47.5K 0.53% 50
2019
Q1 		$630K Sell
11,916
-851
-7% -$43.3K 0.49% 51
2018
Q4 		$558K Buy
+12,767
New +$514K 0.38% 57

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Juncture Wealth Strategies's FIVN Position: Q1 2024 in Review

Juncture Wealth Strategies sold out of FIVE9 (FIVN) in Q1 2024, closing a stake of 5,771 shares — an estimated $454K sold.

Juncture Wealth Strategies first reported a position in FIVN in Q4 2018 and held it in 17 quarters. The position peaked at $1.24M in Q2 2021. 310 funds tracked by Wall St. Rank hold FIVN as of Q1 2024.

  • Juncture Wealth Strategies reported no remaining FIVE9 position as of Q1 2024 after selling out during the quarter.
  • Juncture Wealth Strategies sold 5,771 FIVE9 shares in Q1 2024, an estimated $454K.
  • Juncture Wealth Strategies first reported a position in FIVE9 in Q4 2018 and held it in 17 quarters.
  • Juncture Wealth Strategies's FIVE9 position peaked at $1.24M in Q2 2021.
  • 310 funds tracked by Wall St. Rank held FIVE9 as of Q1 2024.

Based on Juncture Wealth Strategies's 13F filing for Q1 2024, filed 5 Apr 2024.