NinePointTwo Capital’s FIVE9 FIVN Stock Holding History

NinePointTwo 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
2022 Q4	–	Sell	-4,009	Closed	-$300K	–	213
2022 Q3	$300K	Buy	+4,009	New	+$389K	0.12%	97

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NinePointTwo Capital's FIVN Position: Q4 2022 in Review

NinePointTwo Capital sold out of FIVE9 (FIVN) in Q4 2022, closing a stake of 4,009 shares — an estimated $300K sold.

NinePointTwo Capital first reported a position in FIVN in Q3 2022 and held it in 1 quarter. The position peaked at $300K in Q3 2022. 326 funds tracked by Wall St. Rank hold FIVN as of Q4 2022.

NinePointTwo Capital reported no remaining FIVE9 position as of Q4 2022 after selling out during the quarter.
NinePointTwo Capital sold 4,009 FIVE9 shares in Q4 2022, an estimated $300K.
NinePointTwo Capital first reported a position in FIVE9 in Q3 2022 and held it in 1 quarter.
NinePointTwo Capital's FIVE9 position peaked at $300K in Q3 2022.
326 funds tracked by Wall St. Rank held FIVE9 as of Q4 2022.

Based on NinePointTwo Capital's 13F filing for Q4 2022, filed 14 Feb 2023.