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Newbridge Financial Services Group’s FIVE9 FIVN Stock Holding History

Newbridge Financial Services 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
2024
Q1 		– Sell
-100
Closed -$7.87K – 1218
2023
Q4 		$7.87K Sell
100
-90
-47% -$6.27K ﹤0.01% 790
2023
Q3 		$12.2K Hold
190
– – 0.01% 770
2023
Q2 		$15.7K Sell
190
-215
-53% -$14.4K 0.01% 767
2023
Q1 		$29.3K Buy
405
+65
+19% +$4.65K 0.02% 599
2022
Q4 		$23.1K Hold
340
– – 0.01% 672
2022
Q3 		$25K Hold
340
– – 0.01% 635
2022
Q2 		$31K Sell
340
-88
-21% -$8.9K 0.02% 522
2022
Q1 		$47K Hold
428
– – 0.02% 493
2021
Q4 		$59K Buy
428
+75
+21% +$11.1K 0.03% 417
2021
Q3 		$56K Hold
353
– – 0.04% 379
2021
Q2 		$65K Buy
353
+8
+2% +$1.38K 0.04% 361
2021
Q1 		$54K Sell
345
-88
-20% -$15K 0.04% 377
2020
Q4 		$76K Buy
433
+355
+455% +$54K 0.06% 255
2020
Q3 		$10K Buy
+78
New +$9.38K 0.01% 672

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

Newbridge Financial Services Group's FIVN Position: Q1 2024 in Review

Newbridge Financial Services Group sold out of FIVE9 (FIVN) in Q1 2024, closing a stake of 100 shares — an estimated $7.87K sold.

Newbridge Financial Services Group first reported a position in FIVN in Q3 2020 and held it in 14 quarters. The position peaked at $76K in Q4 2020. 310 funds tracked by Wall St. Rank hold FIVN as of Q1 2024.

  • Newbridge Financial Services Group reported no remaining FIVE9 position as of Q1 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 100 FIVE9 shares in Q1 2024, an estimated $7.87K.
  • Newbridge Financial Services Group first reported a position in FIVE9 in Q3 2020 and held it in 14 quarters.
  • Newbridge Financial Services Group's FIVE9 position peaked at $76K in Q4 2020.
  • 310 funds tracked by Wall St. Rank held FIVE9 as of Q1 2024.

Based on Newbridge Financial Services Group's 13F filing for Q1 2024, filed 24 Apr 2024.