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Moneta Group Investment Advisors’s FIVE9 FIVN Stock Holding History

Moneta Group Investment 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
Q1 		– Sell
-3,228
Closed -$254K – 617
2023
Q4 		$254K Hold
3,228
– – 0.01% 481
2023
Q3 		$208K Sell
3,228
-124
-4% -$9.28K ﹤0.01% 486
2023
Q2 		$276K Buy
3,352
+52
+2% +$3.49K 0.01% 439
2023
Q1 		$239K Buy
+3,300
New +$236K 0.01% 462

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Moneta Group Investment Advisors's FIVN Position: Q1 2024 in Review

Moneta Group Investment Advisors sold out of FIVE9 (FIVN) in Q1 2024, closing a stake of 3,228 shares — an estimated $254K sold.

Moneta Group Investment Advisors first reported a position in FIVN in Q1 2023 and held it in 4 quarters. The position peaked at $276K in Q2 2023. 310 funds tracked by Wall St. Rank hold FIVN as of Q1 2024.

  • Moneta Group Investment Advisors reported no remaining FIVE9 position as of Q1 2024 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 3,228 FIVE9 shares in Q1 2024, an estimated $254K.
  • Moneta Group Investment Advisors first reported a position in FIVE9 in Q1 2023 and held it in 4 quarters.
  • Moneta Group Investment Advisors's FIVE9 position peaked at $276K in Q2 2023.
  • 310 funds tracked by Wall St. Rank held FIVE9 as of Q1 2024.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2024, filed 13 Aug 2024.