Next Financial Group’s FIVE9 FIVN Stock Holding History

Next Financial 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
2021 Q4	$172K	Hold	1,251	–	–	0.01%	952
2021 Q3	$200K	Buy	1,251 +80	+7%	+$14.6K	0.02%	833
2021 Q2	$215K	Sell	1,171 -103	-8%	-$17.8K	0.02%	800
2021 Q1	$199K	Buy	1,274 +305	+31%	+$52.1K	0.02%	782
2020 Q4	$169K	Buy	969 +228	+31%	+$34.7K	0.02%	774
2020 Q3	$96K	Buy	+741	New	+$89.1K	0.01%	878
2020 Q2	–	Sell	-45	Closed	-$3K	–	1034
2020 Q1	$3K	Hold	45	–	–	﹤0.01%	1829
2019 Q4	$3K	Hold	45	–	–	﹤0.01%	2075
2019 Q3	$2K	Sell	45 -725	-94%	-$40.8K	﹤0.01%	2109
2019 Q2	$39K	Buy	+770	New	+$39.1K	﹤0.01%	1242
2019 Q1	–	Sell	-788	Closed	-$34K	–	1775
2018 Q4	$34K	Buy	+788	New	+$31.7K	0.01%	920
2017 Q3	–	Sell	-500	Closed	-$11K	–	1814
2017 Q2	$11K	Hold	500	–	–	﹤0.01%	1282
2017 Q1	$9K	Hold	500	–	–	﹤0.01%	1311
2016 Q4	$7K	Hold	500	–	–	﹤0.01%	1800
2016 Q3	$8K	Hold	500	–	–	﹤0.01%	1745
2016 Q2	$5K	Hold	500	–	–	﹤0.01%	1401
2016 Q1	$4K	Hold	500	–	–	﹤0.01%	1415
2015 Q4	$4K	Hold	500	–	–	﹤0.01%	1442
2015 Q3	$1K	Hold	500	–	–	﹤0.01%	1706
2015 Q2	$2K	Hold	500	–	–	﹤0.01%	1664
2015 Q1	$2K	Sell	500 -500	-50%	-$2.17K	﹤0.01%	1678
2014 Q4	$4K	Buy	1,000 +400	+67%	+$1.86K	﹤0.01%	1576
2014 Q3	$4K	Hold	600	–	–	﹤0.01%	2133
2014 Q2	$4K	Buy	+600	New	+$4.22K	﹤0.01%	975

Other funds holding FIVN

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Next Financial Group's FIVN Position: Q4 2021 in Review

Next Financial Group held its FIVE9 (FIVN) position steady in Q4 2021 at 1,251 shares worth $172K. The position accounts for 0.01% of the portfolio, ranked #952.

Next Financial Group first reported a position in FIVN in Q2 2014 and has held it in 24 quarters since. The position peaked at $215K in Q2 2021. 380 funds tracked by Wall St. Rank hold FIVN as of Q4 2021.

Next Financial Group held 1,251 shares of FIVE9 worth $172K as of Q4 2021.
Next Financial Group left its FIVE9 share count unchanged in Q4 2021.
FIVE9 made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #952 holding.
Next Financial Group first reported a position in FIVE9 in Q2 2014 and has held it in 24 quarters since.
Next Financial Group's FIVE9 position peaked at $215K in Q2 2021.
380 funds tracked by Wall St. Rank held FIVE9 as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.