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Laurel Wealth Advisors (North Carolina)’s FIVE9 FIVN Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2021
Q1 		– Sell
-34
Closed -$6K – 666
2020
Q4 		$6K Buy
+34
New +$5.17K ﹤0.01% 452

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s FIVN Position: Q1 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of FIVE9 (FIVN) in Q1 2021, closing a stake of 34 shares — an estimated $6K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in FIVN in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 390 funds tracked by Wall St. Rank hold FIVN as of Q1 2021.

  • Laurel Wealth Advisors (North Carolina) reported no remaining FIVE9 position as of Q1 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 34 FIVE9 shares in Q1 2021, an estimated $6K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in FIVE9 in Q4 2020 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s FIVE9 position peaked at $6K in Q4 2020.
  • 390 funds tracked by Wall St. Rank held FIVE9 as of Q1 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2021, filed 4 May 2021.