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MCF Advisors’s FIVE9 FIVN Stock Holding History

MCF 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
2024
Q3 		– Sell
-109
Closed -$4.81K – 1022
2024
Q2 		$4.81K Sell
109
-8
-7% -$416 ﹤0.01% 736
2024
Q1 		$7.27K Hold
117
– – ﹤0.01% 660
2023
Q4 		$9.21K Buy
117
+37
+46% +$2.58K ﹤0.01% 606
2023
Q3 		$5.14K Hold
80
– – ﹤0.01% 654
2023
Q2 		$6.6K Buy
80
+44
+122% +$2.95K ﹤0.01% 604
2023
Q1 		$2.6K Hold
36
– – ﹤0.01% 680
2022
Q4 		$2.44K Buy
+36
New +$2.26K ﹤0.01% 659

Other funds holding FIVN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

MCF Advisors's FIVN Position: Q3 2024 in Review

MCF Advisors sold out of FIVE9 (FIVN) in Q3 2024, closing a stake of 109 shares — an estimated $4.81K sold.

MCF Advisors first reported a position in FIVN in Q4 2022 and held it in 7 quarters. The position peaked at $9.21K in Q4 2023. 270 funds tracked by Wall St. Rank hold FIVN as of Q3 2024.

  • MCF Advisors reported no remaining FIVE9 position as of Q3 2024 after selling out during the quarter.
  • MCF Advisors sold 109 FIVE9 shares in Q3 2024, an estimated $4.81K.
  • MCF Advisors first reported a position in FIVE9 in Q4 2022 and held it in 7 quarters.
  • MCF Advisors's FIVE9 position peaked at $9.21K in Q4 2023.
  • 270 funds tracked by Wall St. Rank held FIVE9 as of Q3 2024.

Based on MCF Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.