Loring Wolcott & Coolidge Fiduciary Advisors’s FIVE9 FIVN Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2022 Q2	–	Sell	-118	Closed	-$13K	–	645
2022 Q1	$13K	Hold	118	–	–	﹤0.01%	538
2021 Q4	$16K	Buy	118 +25	+27%	+$3.7K	﹤0.01%	555
2021 Q3	$15K	Buy	93 +25	+37%	+$4.56K	﹤0.01%	543
2021 Q2	$12K	Buy	+68	New	+$11.7K	﹤0.01%	602
2021 Q1	–	Sell	-58	Closed	-$10K	–	447
2020 Q4	$10K	Hold	58	–	–	﹤0.01%	565
2020 Q3	$8K	Hold	58	–	–	﹤0.01%	517
2020 Q2	$6K	Hold	58	–	–	﹤0.01%	530
2020 Q1	$4K	Hold	58	–	–	﹤0.01%	596
2019 Q4	$4K	Hold	58	–	–	﹤0.01%	617
2019 Q3	$3K	Hold	58	–	–	﹤0.01%	624
2019 Q2	$3K	Hold	58	–	–	﹤0.01%	642
2019 Q1	$3K	Hold	58	–	–	﹤0.01%	619
2018 Q4	$3K	Hold	58	–	–	﹤0.01%	613
2018 Q3	$3K	Hold	58	–	–	﹤0.01%	583
2018 Q2	$2K	Hold	58	–	–	﹤0.01%	614
2018 Q1	$2K	Hold	58	–	–	﹤0.01%	659
2017 Q4	$1K	Hold	58	–	–	﹤0.01%	691
2017 Q3	$1K	Buy	+58	New	+$1.26K	﹤0.01%	709

Other funds holding FIVN

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

PAMS

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's FIVN Position: Q2 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of FIVE9 (FIVN) in Q2 2022, closing a stake of 118 shares — an estimated $13K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FIVN in Q3 2017 and held it in 18 quarters. The position peaked at $16K in Q4 2021. 333 funds tracked by Wall St. Rank hold FIVN as of Q2 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining FIVE9 position as of Q2 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 118 FIVE9 shares in Q2 2022, an estimated $13K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FIVE9 in Q3 2017 and held it in 18 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's FIVE9 position peaked at $16K in Q4 2021.
333 funds tracked by Wall St. Rank held FIVE9 as of Q2 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.