Paces Ferry Wealth Advisors’s FIVE9 FIVN Stock Holding History

Paces Ferry Wealth 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
2020 Q4	–	Sell	-11	Closed	-$1K	–	479
2020 Q3	$1K	Buy	+11	New	+$1.32K	﹤0.01%	830

Other funds holding FIVN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Paces Ferry Wealth Advisors's FIVN Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of FIVE9 (FIVN) in Q4 2020, closing a stake of 11 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in FIVN in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 403 funds tracked by Wall St. Rank hold FIVN as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining FIVE9 position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 11 FIVE9 shares in Q4 2020, an estimated $1K.
Paces Ferry Wealth Advisors first reported a position in FIVE9 in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's FIVE9 position peaked at $1K in Q3 2020.
403 funds tracked by Wall St. Rank held FIVE9 as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.