Lee Financial’s FIVE9 FIVN Stock Holding History

Lee Financial’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 Q1	–	Sell	-2	Closed	-$136	–	860
2022 Q4	$136	Hold	2	–	–	﹤0.01%	908
2022 Q3	$0	Hold	2	–	–	﹤0.01%	878
2022 Q2	$0	Buy	+2	New	+$202	﹤0.01%	896
2021 Q4	–	Sell	-3	Closed	–	–	921
2021 Q3	$0	Sell	3 -7	-70%	-$1.28K	﹤0.01%	707
2021 Q2	$2K	Buy	+10	New	+$1.72K	﹤0.01%	568

Other funds holding FIVN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Lee Financial's FIVN Position: Q1 2023 in Review

Lee Financial sold out of FIVE9 (FIVN) in Q1 2023, closing a stake of 2 shares — an estimated $136 sold.

Lee Financial first reported a position in FIVN in Q2 2021 and held it in 5 quarters. The position peaked at $2K in Q2 2021. 339 funds tracked by Wall St. Rank hold FIVN as of Q1 2023.

Lee Financial reported no remaining FIVE9 position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 2 FIVE9 shares in Q1 2023, an estimated $136.
Lee Financial first reported a position in FIVE9 in Q2 2021 and held it in 5 quarters.
Lee Financial's FIVE9 position peaked at $2K in Q2 2021.
339 funds tracked by Wall St. Rank held FIVE9 as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.