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Ladenburg Thalmann Financial Services’s FIVE9 FIVN Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$778K Buy
11,861
+2,270
+24% +$139K ﹤0.01% 1462
2019
Q3 		$516K Buy
9,591
+1,378
+17% +$77.5K ﹤0.01% 1741
2019
Q2 		$426K Buy
8,213
+348
+4% +$17.7K ﹤0.01% 1872
2019
Q1 		$415K Buy
7,865
+4,567
+138% +$232K ﹤0.01% 1833
2018
Q4 		$145K Buy
3,298
+754
+30% +$30.3K ﹤0.01% 2478
2018
Q3 		$112K Buy
2,544
+949
+59% +$39.1K ﹤0.01% 2735
2018
Q2 		$47K Hold
1,595
– – ﹤0.01% 3296
2018
Q1 		$47K Buy
1,595
+228
+17% +$6.25K ﹤0.01% 3296
2017
Q4 		$34K Hold
1,367
– – ﹤0.01% 3477
2017
Q3 		$33K Buy
1,367
+342
+33% +$7.42K ﹤0.01% 3370
2017
Q2 		$22K Buy
1,025
+700
+215% +$14.3K ﹤0.01% 3550
2017
Q1 		$5K Buy
325
+132
+68% +$2.17K ﹤0.01% 4298
2016
Q4 		$3K Sell
193
-11,084
-98% -$160K ﹤0.01% 4410
2016
Q3 		$177K Buy
+11,277
New +$154K ﹤0.01% 1833
2016
Q2 		– Sell
-400
Closed -$4K – 4766
2016
Q1 		$4K Hold
400
– – ﹤0.01% 4150
2015
Q4 		$3K Hold
400
– – ﹤0.01% 4225
2015
Q3 		$1K Hold
400
– – ﹤0.01% 4409
2015
Q2 		$2K Hold
400
– – ﹤0.01% 4334
2015
Q1 		$2K Hold
400
– – ﹤0.01% 4267
2014
Q4 		$2K Buy
+400
New +$1.86K ﹤0.01% 4043

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ladenburg Thalmann Financial Services's FIVN Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its FIVE9 (FIVN) stake by 24% in Q4 2019, buying an estimated $139K and bringing the position to 11,861 shares worth $778K. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

Ladenburg Thalmann Financial Services first reported a position in FIVN in Q4 2014 and has held it in 20 quarters since. 291 funds tracked by Wall St. Rank hold FIVN as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 11,861 shares of FIVE9 worth $778K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 2,270 FIVE9 shares in Q4 2019, an estimated $139K.
  • FIVE9 made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1462 holding.
  • Ladenburg Thalmann Financial Services first reported a position in FIVE9 in Q4 2014 and has held it in 20 quarters since.
  • 291 funds tracked by Wall St. Rank held FIVE9 as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.