Oakworth Capital’s FIVE9 FIVN Stock Holding History

Oakworth 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
2018 Q4	–	Sell	-510	Closed	-$22K	–	576
2018 Q3	$22K	Hold	510	–	–	﹤0.01%	387
2018 Q2	$18K	Hold	510	–	–	﹤0.01%	407
2018 Q1	$15K	Hold	510	–	–	﹤0.01%	408
2017 Q4	$12K	Hold	510	–	–	﹤0.01%	442
2017 Q3	$11K	Hold	510	–	–	﹤0.01%	461
2017 Q2	$11K	Hold	510	–	–	﹤0.01%	454
2017 Q1	$8K	Hold	510	–	–	﹤0.01%	480
2016 Q4	$8K	Buy	+510	New	+$7.35K	﹤0.01%	477

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

Oakworth Capital's FIVN Position: Q4 2018 in Review

Oakworth Capital sold out of FIVE9 (FIVN) in Q4 2018, closing a stake of 510 shares — an estimated $22K sold.

Oakworth Capital first reported a position in FIVN in Q4 2016 and held it in 8 quarters. The position peaked at $22K in Q3 2018. 226 funds tracked by Wall St. Rank hold FIVN as of Q4 2018.

Oakworth Capital reported no remaining FIVE9 position as of Q4 2018 after selling out during the quarter.
Oakworth Capital sold 510 FIVE9 shares in Q4 2018, an estimated $22K.
Oakworth Capital first reported a position in FIVE9 in Q4 2016 and held it in 8 quarters.
Oakworth Capital's FIVE9 position peaked at $22K in Q3 2018.
226 funds tracked by Wall St. Rank held FIVE9 as of Q4 2018.

Based on Oakworth Capital's 13F filing for Q4 2018, filed 13 Feb 2019.