My Personal CFO LLC’s FIVE9 FIVN Stock Holding History

My Personal CFO LLC’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	-3	Closed	-$204	–	337
2022 Q4	$204	Buy	+3	New	+$188	﹤0.01%	894

Other funds holding FIVN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

My Personal CFO LLC's FIVN Position: Q1 2023 in Review

My Personal CFO LLC sold out of FIVE9 (FIVN) in Q1 2023, closing a stake of 3 shares — an estimated $204 sold.

My Personal CFO LLC first reported a position in FIVN in Q4 2022 and held it in 1 quarter. The position peaked at $204 in Q4 2022. 339 funds tracked by Wall St. Rank hold FIVN as of Q1 2023.

My Personal CFO LLC reported no remaining FIVE9 position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 3 FIVE9 shares in Q1 2023, an estimated $204.
My Personal CFO LLC first reported a position in FIVE9 in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's FIVE9 position peaked at $204 in Q4 2022.
339 funds tracked by Wall St. Rank held FIVE9 as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.