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Macroview Investment Management’s FIVE9 FIVN Stock Holding History

Macroview Investment 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
2023
Q3 		– Sell
-145
Closed -$12K – 822
2023
Q2 		$12K Buy
+145
New +$9.73K 0.02% 207
2021
Q3 		– Sell
-24
Closed -$4K – 414
2021
Q2 		$4K Hold
24
– – 0.01% 277
2021
Q1 		$4K Buy
24
+3
+14% +$513 0.01% 240
2020
Q4 		$4K Buy
+21
New +$3.19K 0.01% 217
2020
Q2 		– Sell
-40
Closed -$3K – 340
2020
Q1 		$3K Sell
40
-13
-25% -$927 0.01% 175
2019
Q4 		$3K Buy
+53
New +$3.24K 0.01% 232
2019
Q1 		– Sell
-76
Closed -$3K – 348
2018
Q4 		$3K Buy
+76
New +$3.06K 0.01% 198

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Macroview Investment Management's FIVN Position: Q3 2023 in Review

Macroview Investment Management sold out of FIVE9 (FIVN) in Q3 2023, closing a stake of 145 shares — an estimated $12K sold.

Macroview Investment Management first reported a position in FIVN in Q4 2018 and held it in 7 quarters. The position peaked at $12K in Q2 2023. 327 funds tracked by Wall St. Rank hold FIVN as of Q3 2023.

  • Macroview Investment Management reported no remaining FIVE9 position as of Q3 2023 after selling out during the quarter.
  • Macroview Investment Management sold 145 FIVE9 shares in Q3 2023, an estimated $12K.
  • Macroview Investment Management first reported a position in FIVE9 in Q4 2018 and held it in 7 quarters.
  • Macroview Investment Management's FIVE9 position peaked at $12K in Q2 2023.
  • 327 funds tracked by Wall St. Rank held FIVE9 as of Q3 2023.

Based on Macroview Investment Management's 13F filing for Q3 2023, filed 26 Oct 2023.