Legacy Financial Advisors’s FIVE9 FIVN Stock Holding History

Legacy Financial 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
2019 Q1	–	Sell	-198	Closed	-$9K	–	1084
2018 Q4	$9K	Hold	198	–	–	﹤0.01%	588
2018 Q3	$8K	Hold	198	–	–	﹤0.01%	577
2018 Q2	$7K	Sell	198 -61	-24%	-$1.98K	﹤0.01%	623
2018 Q1	$7K	Buy	+259	New	+$7.09K	﹤0.01%	570

Other funds holding FIVN

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

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

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

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

SCH

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

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

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legacy Financial Advisors's FIVN Position: Q1 2019 in Review

Legacy Financial Advisors sold out of FIVE9 (FIVN) in Q1 2019, closing a stake of 198 shares — an estimated $9K sold.

Legacy Financial Advisors first reported a position in FIVN in Q1 2018 and held it in 4 quarters. The position peaked at $9K in Q4 2018. 268 funds tracked by Wall St. Rank hold FIVN as of Q1 2019.

Legacy Financial Advisors reported no remaining FIVE9 position as of Q1 2019 after selling out during the quarter.
Legacy Financial Advisors sold 198 FIVE9 shares in Q1 2019, an estimated $9K.
Legacy Financial Advisors first reported a position in FIVE9 in Q1 2018 and held it in 4 quarters.
Legacy Financial Advisors's FIVE9 position peaked at $9K in Q4 2018.
268 funds tracked by Wall St. Rank held FIVE9 as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.