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Nalls Sherbakoff Group’s FIVE9 FIVN Stock Holding History

Nalls Sherbakoff Group’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
Q4 		$315 Sell
4
-3
-43% -$209 ﹤0.01% 435
2023
Q3 		$451 Hold
7
– – ﹤0.01% 432
2023
Q2 		$463 Sell
7
-21
-75% -$1.41K ﹤0.01% 455
2023
Q1 		$1.92K Buy
+28
New +$2K ﹤0.01% 377

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 $2.3T AUM 54.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $35.1B AUM 21.36% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Nalls Sherbakoff Group's FIVN Position: Q4 2023 in Review

Nalls Sherbakoff Group reduced its FIVE9 (FIVN) stake by 43% in Q4 2023, selling an estimated $209 and leaving 4 shares worth $315. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Nalls Sherbakoff Group first reported a position in FIVN in Q1 2023 and has held it in 4 quarters since. The position peaked at $1.92K in Q1 2023. 348 funds tracked by Wall St. Rank hold FIVN as of Q4 2023.

  • Nalls Sherbakoff Group held 4 shares of FIVE9 worth $315 as of Q4 2023.
  • Nalls Sherbakoff Group sold 3 FIVE9 shares in Q4 2023, an estimated $209.
  • FIVE9 made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q4 2023, its #435 holding.
  • Nalls Sherbakoff Group first reported a position in FIVE9 in Q1 2023 and has held it in 4 quarters since.
  • Nalls Sherbakoff Group's FIVE9 position peaked at $1.92K in Q1 2023.
  • 348 funds tracked by Wall St. Rank held FIVE9 as of Q4 2023.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2023, filed 9 Apr 2024.