Meitav Investment House’s FIVE9 FIVN Stock Holding History

Meitav Investment House’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	-2,687	Closed	-$205K	–	363
2022 Q3	$205K	Hold	2,687	–	–	﹤0.01%	349
2022 Q2	$245K	Hold	2,687	–	–	﹤0.01%	316
2022 Q1	$297K	Hold	2,687	–	–	﹤0.01%	344
2021 Q4	$375K	Buy	+2,687	New	+$397K	0.01%	328
2021 Q3	–	Sell	-5,950	Closed	-$1.11M	–	421
2021 Q2	$1.11M	Buy	+5,950	New	+$1.03M	0.03%	232
2021 Q1	–	Sell	-3,814	Closed	-$665K	–	411
2020 Q4	$665K	Sell	3,814 -65	-2%	-$9.88K	0.03%	232
2020 Q3	$503K	Buy	3,879 +836	+27%	+$101K	0.02%	257
2020 Q2	$337K	Sell	3,043 -12,391	-80%	-$1.21M	0.02%	292
2020 Q1	$1.18M	Sell	15,434 -3,945	-20%	-$281K	0.09%	125
2019 Q4	$1.27M	Buy	19,379 +8,214	+74%	+$503K	0.09%	136
2019 Q3	$625K	Sell	11,165 -1,250	-10%	-$70.3K	0.04%	213
2019 Q2	$629K	Buy	+12,415	New	+$630K	0.04%	206

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

Meitav Investment House's FIVN Position: Q4 2022 in Review

Meitav Investment House sold out of FIVE9 (FIVN) in Q4 2022, closing a stake of 2,687 shares — an estimated $205K sold.

Meitav Investment House first reported a position in FIVN in Q2 2019 and held it in 12 quarters. The position peaked at $1.27M in Q4 2019. 326 funds tracked by Wall St. Rank hold FIVN as of Q4 2022.

Meitav Investment House reported no remaining FIVE9 position as of Q4 2022 after selling out during the quarter.
Meitav Investment House sold 2,687 FIVE9 shares in Q4 2022, an estimated $205K.
Meitav Investment House first reported a position in FIVE9 in Q2 2019 and held it in 12 quarters.
Meitav Investment House's FIVE9 position peaked at $1.27M in Q4 2019.
326 funds tracked by Wall St. Rank held FIVE9 as of Q4 2022.

Based on Meitav Investment House's 13F filing for Q4 2022, filed 6 Feb 2023.