MCC
FIVN icon

Money Concepts Capital’s FIVE9 FIVN Stock Holding History

Money Concepts Capital’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
-100
Closed -$6.79K – 1322
2022
Q4 		$6.79K Buy
+100
New +$6.28K ﹤0.01% 2207
2022
Q2 		– Sell
-100
Closed -$11K – 1840
2022
Q1 		$11K Buy
+100
New +$11.6K ﹤0.01% 1882

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

Money Concepts Capital's FIVN Position: Q1 2023 in Review

Money Concepts Capital sold out of FIVE9 (FIVN) in Q1 2023, closing a stake of 100 shares — an estimated $6.79K sold.

Money Concepts Capital first reported a position in FIVN in Q1 2022 and held it in 2 quarters. The position peaked at $11K in Q1 2022. 339 funds tracked by Wall St. Rank hold FIVN as of Q1 2023.

  • Money Concepts Capital reported no remaining FIVE9 position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 100 FIVE9 shares in Q1 2023, an estimated $6.79K.
  • Money Concepts Capital first reported a position in FIVE9 in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's FIVE9 position peaked at $11K in Q1 2022.
  • 339 funds tracked by Wall St. Rank held FIVE9 as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.