Mather Group’s FIVE9 FIVN Stock Holding History

Mather Group’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 Q3	–	Sell	-20	Closed	-$1.24K	–	1871
2024 Q2	$1.24K	Buy	+20	New	+$1.04K	﹤0.01%	1971

Other funds holding FIVN

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mather Group's FIVN Position: Q3 2024 in Review

Mather Group sold out of FIVE9 (FIVN) in Q3 2024, closing a stake of 20 shares — an estimated $1.24K sold.

Mather Group first reported a position in FIVN in Q2 2024 and held it in 1 quarter. The position peaked at $1.24K in Q2 2024. 269 funds tracked by Wall St. Rank hold FIVN as of Q3 2024.

Mather Group reported no remaining FIVE9 position as of Q3 2024 after selling out during the quarter.
Mather Group sold 20 FIVE9 shares in Q3 2024, an estimated $1.24K.
Mather Group first reported a position in FIVE9 in Q2 2024 and held it in 1 quarter.
Mather Group's FIVE9 position peaked at $1.24K in Q2 2024.
269 funds tracked by Wall St. Rank held FIVE9 as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.