Level Four Advisory Services’s FIVE9 FIVN Stock Holding History

Level Four Advisory 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
2022 Q4	–	Sell	-4,576	Closed	-$343K	–	693
2022 Q3	$343K	Sell	4,576 -509	-10%	-$49.4K	0.03%	394
2022 Q2	$463K	Buy	+5,085	New	+$514K	0.04%	349
2021 Q3	–	Sell	-1,523	Closed	-$279K	–	526
2021 Q2	$279K	Buy	1,523 +146	+11%	+$25.2K	0.02%	547
2021 Q1	$215K	Buy	+1,377	New	+$235K	0.02%	594

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

SCH

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

PAMS

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Level Four Advisory Services's FIVN Position: Q4 2022 in Review

Level Four Advisory Services sold out of FIVE9 (FIVN) in Q4 2022, closing a stake of 4,576 shares — an estimated $343K sold.

Level Four Advisory Services first reported a position in FIVN in Q1 2021 and held it in 4 quarters. The position peaked at $463K in Q2 2022. 326 funds tracked by Wall St. Rank hold FIVN as of Q4 2022.

Level Four Advisory Services reported no remaining FIVE9 position as of Q4 2022 after selling out during the quarter.
Level Four Advisory Services sold 4,576 FIVE9 shares in Q4 2022, an estimated $343K.
Level Four Advisory Services first reported a position in FIVE9 in Q1 2021 and held it in 4 quarters.
Level Four Advisory Services's FIVE9 position peaked at $463K in Q2 2022.
326 funds tracked by Wall St. Rank held FIVE9 as of Q4 2022.

Based on Level Four Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.