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FIVN icon

NewSquare Capital’s FIVE9 FIVN Stock Holding History

NewSquare 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
2024
Q1 		– Sell
-1
Closed -$79 – 470
2023
Q4 		$79 Sell
1
-1
-50% -$70 ﹤0.01% 471
2023
Q3 		$129 Sell
2
-1
-33% -$75 ﹤0.01% 563
2023
Q2 		$247 Hold
3
– – ﹤0.01% 747
2023
Q1 		$217 Hold
3
– – ﹤0.01% 788
2022
Q4 		$204 Hold
3
– – ﹤0.01% 731
2022
Q3 		$0 Sell
3
-1
-25% -$97 ﹤0.01% 442
2022
Q2 		$0 Sell
4
-1
-20% -$101 ﹤0.01% 385
2022
Q1 		$1K Hold
5
– – ﹤0.01% 357
2021
Q4 		$1K Hold
5
– – ﹤0.01% 354
2021
Q3 		$1K Sell
5
-1
-17% -$182 ﹤0.01% 344
2021
Q2 		$1K Hold
6
– – ﹤0.01% 335
2021
Q1 		$1K Sell
6
-16,688
-100% -$2.85M ﹤0.01% 314
2020
Q4 		$2.91M Buy
+16,694
New +$2.54M 0.41% 60

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 $105B AUM 38.07% 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

NewSquare Capital's FIVN Position: Q1 2024 in Review

NewSquare Capital sold out of FIVE9 (FIVN) in Q1 2024, closing a stake of 1 share — an estimated $79 sold.

NewSquare Capital first reported a position in FIVN in Q4 2020 and held it in 13 quarters. The position peaked at $2.91M in Q4 2020. 311 funds tracked by Wall St. Rank hold FIVN as of Q1 2024.

  • NewSquare Capital reported no remaining FIVE9 position as of Q1 2024 after selling out during the quarter.
  • NewSquare Capital sold 1 FIVE9 share in Q1 2024, an estimated $79.
  • NewSquare Capital first reported a position in FIVE9 in Q4 2020 and held it in 13 quarters.
  • NewSquare Capital's FIVE9 position peaked at $2.91M in Q4 2020.
  • 311 funds tracked by Wall St. Rank held FIVE9 as of Q1 2024.

Based on NewSquare Capital's 13F filing for Q1 2024, filed 8 May 2024.