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Okabena Investment Services’s FIVE9 FIVN Stock Holding History

Okabena Investment Services’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
Q1 		– Sell
-14,770
Closed -$2.03M – 190
2021
Q4 		$2.03M Buy
+14,770
New +$2.18M 0.77% 37

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Alkeon Capital Management
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Okabena Investment Services's FIVN Position: Q1 2022 in Review

Okabena Investment Services sold out of FIVE9 (FIVN) in Q1 2022, closing a stake of 14,770 shares — an estimated $2.03M sold.

Okabena Investment Services first reported a position in FIVN in Q4 2021 and held it in 1 quarter. The position peaked at $2.03M in Q4 2021. 347 funds tracked by Wall St. Rank hold FIVN as of Q1 2022.

  • Okabena Investment Services reported no remaining FIVE9 position as of Q1 2022 after selling out during the quarter.
  • Okabena Investment Services sold 14,770 FIVE9 shares in Q1 2022, an estimated $2.03M.
  • Okabena Investment Services first reported a position in FIVE9 in Q4 2021 and held it in 1 quarter.
  • Okabena Investment Services's FIVE9 position peaked at $2.03M in Q4 2021.
  • 347 funds tracked by Wall St. Rank held FIVE9 as of Q1 2022.

Based on Okabena Investment Services's 13F filing for Q1 2022, filed 12 May 2022.