Kessler Investment Group’s FIVE9 FIVN Stock Holding History

Kessler Investment Group’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 Q2	–	Sell	-1,270	Closed	-$97K	–	116
2020 Q1	$97K	Sell	1,270 -1,998	-61%	-$142K	0.13%	43
2019 Q4	$214K	Hold	3,268	–	–	0.22%	40
2019 Q3	$176K	Sell	3,268 -730	-18%	-$41.1K	0.2%	43
2019 Q2	$205K	Sell	3,998 -925	-19%	-$46.9K	0.22%	50
2019 Q1	$260K	Buy	+4,923	New	+$250K	0.26%	47

Other funds holding FIVN

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

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

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Kessler Investment Group's FIVN Position: Q2 2020 in Review

Kessler Investment Group sold out of FIVE9 (FIVN) in Q2 2020, closing a stake of 1,270 shares — an estimated $97K sold.

Kessler Investment Group first reported a position in FIVN in Q1 2019 and held it in 5 quarters. The position peaked at $260K in Q1 2019. 341 funds tracked by Wall St. Rank hold FIVN as of Q2 2020.

Kessler Investment Group reported no remaining FIVE9 position as of Q2 2020 after selling out during the quarter.
Kessler Investment Group sold 1,270 FIVE9 shares in Q2 2020, an estimated $97K.
Kessler Investment Group first reported a position in FIVE9 in Q1 2019 and held it in 5 quarters.
Kessler Investment Group's FIVE9 position peaked at $260K in Q1 2019.
341 funds tracked by Wall St. Rank held FIVE9 as of Q2 2020.

Based on Kessler Investment Group's 13F filing for Q2 2020, filed 21 Jul 2020.