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Old Point Trust & Financial Services N A’s FIVE9 FIVN Stock Holding History

Old Point Trust & Financial Services N A’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
Q3 		– Sell
-50
Closed -$2.21K – 326
2024
Q2 		$2.21K Hold
50
– – ﹤0.01% 310
2024
Q1 		$3.11K Buy
+50
New +$3.47K ﹤0.01% 394

Other funds holding FIVN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Old Point Trust & Financial Services N A's FIVN Position: Q3 2024 in Review

Old Point Trust & Financial Services N A sold out of FIVE9 (FIVN) in Q3 2024, closing a stake of 50 shares — an estimated $2.21K sold.

Old Point Trust & Financial Services N A first reported a position in FIVN in Q1 2024 and held it in 2 quarters. The position peaked at $3.11K in Q1 2024. 269 funds tracked by Wall St. Rank hold FIVN as of Q3 2024.

  • Old Point Trust & Financial Services N A reported no remaining FIVE9 position as of Q3 2024 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 50 FIVE9 shares in Q3 2024, an estimated $2.21K.
  • Old Point Trust & Financial Services N A first reported a position in FIVE9 in Q1 2024 and held it in 2 quarters.
  • Old Point Trust & Financial Services N A's FIVE9 position peaked at $3.11K in Q1 2024.
  • 269 funds tracked by Wall St. Rank held FIVE9 as of Q3 2024.

Based on Old Point Trust & Financial Services N A's 13F filing for Q3 2024, filed 8 Nov 2024.