LBWM
FIVN icon

Left Brain Wealth Management’s FIVE9 FIVN Stock Holding History

Left Brain Wealth Management’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
-9,878
Closed -$777K – 73
2023
Q4 		$777K Sell
9,878
-402
-4% -$28K 0.45% 47
2023
Q3 		$661K Buy
10,280
+119
+1% +$8.9K 0.41% 54
2023
Q2 		$838K Buy
10,161
+190
+2% +$12.8K 0.51% 49
2023
Q1 		$647K Buy
9,971
+4,766
+92% +$341K 0.44% 53
2022
Q4 		$353K Buy
+5,205
New +$327K 0.26% 57

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

Left Brain Wealth Management's FIVN Position: Q1 2024 in Review

Left Brain Wealth Management sold out of FIVE9 (FIVN) in Q1 2024, closing a stake of 9,878 shares — an estimated $777K sold.

Left Brain Wealth Management first reported a position in FIVN in Q4 2022 and held it in 5 quarters. The position peaked at $838K in Q2 2023. 310 funds tracked by Wall St. Rank hold FIVN as of Q1 2024.

  • Left Brain Wealth Management reported no remaining FIVE9 position as of Q1 2024 after selling out during the quarter.
  • Left Brain Wealth Management sold 9,878 FIVE9 shares in Q1 2024, an estimated $777K.
  • Left Brain Wealth Management first reported a position in FIVE9 in Q4 2022 and held it in 5 quarters.
  • Left Brain Wealth Management's FIVE9 position peaked at $838K in Q2 2023.
  • 310 funds tracked by Wall St. Rank held FIVE9 as of Q1 2024.

Based on Left Brain Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.