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KLR Investment Advisors’s FIVE9 FIVN Stock Holding History

KLR Investment 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
2024
Q1 		– Sell
-3,103
Closed -$244K – 192
2023
Q4 		$244K Buy
+3,103
New +$216K 0.18% 166
2023
Q3 		– Sell
-2,979
Closed -$246K – 175
2023
Q2 		$246K Buy
+2,979
New +$200K 0.2% 160

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

KLR Investment Advisors's FIVN Position: Q1 2024 in Review

KLR Investment Advisors sold out of FIVE9 (FIVN) in Q1 2024, closing a stake of 3,103 shares — an estimated $244K sold.

KLR Investment Advisors first reported a position in FIVN in Q2 2023 and held it in 2 quarters. The position peaked at $246K in Q2 2023. 310 funds tracked by Wall St. Rank hold FIVN as of Q1 2024.

  • KLR Investment Advisors reported no remaining FIVE9 position as of Q1 2024 after selling out during the quarter.
  • KLR Investment Advisors sold 3,103 FIVE9 shares in Q1 2024, an estimated $244K.
  • KLR Investment Advisors first reported a position in FIVE9 in Q2 2023 and held it in 2 quarters.
  • KLR Investment Advisors's FIVE9 position peaked at $246K in Q2 2023.
  • 310 funds tracked by Wall St. Rank held FIVE9 as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.