Optimum Investment Advisors’s FIVE9 FIVN Stock Holding History

Optimum Investment Advisors’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	-1,000	Closed	-$137K	–	856
2021 Q4	$137K	Hold	1,000	–	–	0.05%	293
2021 Q3	$160K	Hold	1,000	–	–	0.07%	266
2021 Q2	$183K	Hold	1,000	–	–	0.06%	272
2021 Q1	$156K	Sell	1,000 -200	-17%	-$34.2K	0.05%	301
2020 Q4	$209K	Buy	1,200 +200	+20%	+$30.4K	0.06%	239
2020 Q3	$130K	Hold	1,000	–	–	0.04%	292
2020 Q2	$111K	Buy	1,000 +800	+400%	+$77.9K	0.04%	308
2020 Q1	$15K	Hold	200	–	–	0.01%	624
2019 Q4	$13K	Hold	200	–	–	﹤0.01%	733
2019 Q3	$11K	Sell	200 -240	-55%	-$13.5K	﹤0.01%	778
2019 Q2	$23K	Sell	440 -1,800	-80%	-$91.4K	0.01%	647
2019 Q1	$118K	Buy	+2,240	New	+$114K	0.04%	351
2018 Q4	–	Sell	-600	Closed	-$26K	–	979
2018 Q3	$26K	Buy	+600	New	+$24.7K	0.01%	675

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

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

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

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Optimum Investment Advisors's FIVN Position: Q1 2022 in Review

Optimum Investment Advisors sold out of FIVE9 (FIVN) in Q1 2022, closing a stake of 1,000 shares — an estimated $137K sold.

Optimum Investment Advisors first reported a position in FIVN in Q3 2018 and held it in 13 quarters. The position peaked at $209K in Q4 2020. 347 funds tracked by Wall St. Rank hold FIVN as of Q1 2022.

Optimum Investment Advisors reported no remaining FIVE9 position as of Q1 2022 after selling out during the quarter.
Optimum Investment Advisors sold 1,000 FIVE9 shares in Q1 2022, an estimated $137K.
Optimum Investment Advisors first reported a position in FIVE9 in Q3 2018 and held it in 13 quarters.
Optimum Investment Advisors's FIVE9 position peaked at $209K in Q4 2020.
347 funds tracked by Wall St. Rank held FIVE9 as of Q1 2022.

Based on Optimum Investment Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.