MYIA
FIVN icon

Mount Yale Investment Advisors’s FIVE9 FIVN Stock Holding History

Mount Yale 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
2021
Q4 		– Sell
-2,126
Closed -$340K – 472
2021
Q3 		$340K Buy
2,126
+11
+0.5% +$2.01K 0.04% 332
2021
Q2 		$388K Buy
+2,115
New +$365K 0.05% 287
2018
Q4 		– Sell
-2,375
Closed -$104K – 475
2018
Q3 		$104K Sell
2,375
-816
-26% -$33.6K 0.02% 429
2018
Q2 		$110K Buy
+3,191
New +$103K 0.02% 431

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

Mount Yale Investment Advisors's FIVN Position: Q4 2021 in Review

Mount Yale Investment Advisors sold out of FIVE9 (FIVN) in Q4 2021, closing a stake of 2,126 shares — an estimated $340K sold.

Mount Yale Investment Advisors first reported a position in FIVN in Q2 2018 and held it in 4 quarters. The position peaked at $388K in Q2 2021. 380 funds tracked by Wall St. Rank hold FIVN as of Q4 2021.

  • Mount Yale Investment Advisors reported no remaining FIVE9 position as of Q4 2021 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,126 FIVE9 shares in Q4 2021, an estimated $340K.
  • Mount Yale Investment Advisors first reported a position in FIVE9 in Q2 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's FIVE9 position peaked at $388K in Q2 2021.
  • 380 funds tracked by Wall St. Rank held FIVE9 as of Q4 2021.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.