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FIVN icon

Orion Portfolio Solutions’s FIVE9 FIVN Stock Holding History

Orion Portfolio Solutions’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
2023
Q4 		– Sell
-3,328
Closed -$214K – 1685
2023
Q3 		$214K Buy
3,328
+452
+16% +$33.8K ﹤0.01% 1526
2023
Q2 		$237K Sell
2,876
-143
-5% -$9.6K ﹤0.01% 1502
2023
Q1 		$218K Buy
+3,019
New +$216K ﹤0.01% 1477
2020
Q1 		– Sell
-19
Closed -$1K – 2032
2019
Q4 		$1K Buy
+19
New +$1.16K ﹤0.01% 1653

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Orion Portfolio Solutions's FIVN Position: Q4 2023 in Review

Orion Portfolio Solutions sold out of FIVE9 (FIVN) in Q4 2023, closing a stake of 3,328 shares — an estimated $214K sold.

Orion Portfolio Solutions first reported a position in FIVN in Q4 2019 and held it in 4 quarters. The position peaked at $237K in Q2 2023. 348 funds tracked by Wall St. Rank hold FIVN as of Q4 2023.

  • Orion Portfolio Solutions reported no remaining FIVE9 position as of Q4 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 3,328 FIVE9 shares in Q4 2023, an estimated $214K.
  • Orion Portfolio Solutions first reported a position in FIVE9 in Q4 2019 and held it in 4 quarters.
  • Orion Portfolio Solutions's FIVE9 position peaked at $237K in Q2 2023.
  • 348 funds tracked by Wall St. Rank held FIVE9 as of Q4 2023.

Based on Orion Portfolio Solutions's 13F filing for Q4 2023, filed 9 Feb 2024.