KI
FIVN icon

Kapitalo Investimentos’s FIVE9 FIVN Stock Holding History

Kapitalo Investimentos’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
2023
Q4 		– Sell
-1,066
Closed -$68.5K – 601
2023
Q3 		$68.5K Buy
+1,066
New +$79.8K 0.01% 446
2023
Q2 		– Sell
-1,093
Closed -$79K – 562
2023
Q1 		$79K Buy
+1,093
New +$78.2K 0.03% 385

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Kapitalo Investimentos's FIVN Position: Q4 2023 in Review

Kapitalo Investimentos sold out of FIVE9 (FIVN) in Q4 2023, closing a stake of 1,066 shares — an estimated $68.5K sold.

Kapitalo Investimentos first reported a position in FIVN in Q1 2023 and held it in 2 quarters. The position peaked at $79K in Q1 2023. 348 funds tracked by Wall St. Rank hold FIVN as of Q4 2023.

  • Kapitalo Investimentos reported no remaining FIVE9 position as of Q4 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 1,066 FIVE9 shares in Q4 2023, an estimated $68.5K.
  • Kapitalo Investimentos first reported a position in FIVE9 in Q1 2023 and held it in 2 quarters.
  • Kapitalo Investimentos's FIVE9 position peaked at $79K in Q1 2023.
  • 348 funds tracked by Wall St. Rank held FIVE9 as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.