MWM
FIVN icon

MinichMacGregor Wealth Management’s FIVE9 FIVN Stock Holding History

MinichMacGregor Wealth 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
Q1 		– Sell
-72
Closed -$4.88K – 272
2022
Q4 		$4.88K Buy
+72
New +$4.52K ﹤0.01% 486

Other funds holding FIVN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
WA
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MinichMacGregor Wealth Management's FIVN Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of FIVE9 (FIVN) in Q1 2023, closing a stake of 72 shares — an estimated $4.88K sold.

MinichMacGregor Wealth Management first reported a position in FIVN in Q4 2022 and held it in 1 quarter. The position peaked at $4.88K in Q4 2022. 339 funds tracked by Wall St. Rank hold FIVN as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining FIVE9 position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 72 FIVE9 shares in Q1 2023, an estimated $4.88K.
  • MinichMacGregor Wealth Management first reported a position in FIVE9 in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's FIVE9 position peaked at $4.88K in Q4 2022.
  • 339 funds tracked by Wall St. Rank held FIVE9 as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.