Phoenix Financial’s FIVE9 FIVN Stock Holding History

Phoenix Financial’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
2021 Q4	–	Sell	-28,000	Closed	-$4.51M	–	395
2021 Q3	$4.51M	Buy	+28,000	New	+$5.11M	0.08%	146

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

Phoenix Financial's FIVN Position: Q4 2021 in Review

Phoenix Financial sold out of FIVE9 (FIVN) in Q4 2021, closing a stake of 28,000 shares — an estimated $4.51M sold.

Phoenix Financial first reported a position in FIVN in Q3 2021 and held it in 1 quarter. The position peaked at $4.51M in Q3 2021. 380 funds tracked by Wall St. Rank hold FIVN as of Q4 2021.

Phoenix Financial reported no remaining FIVE9 position as of Q4 2021 after selling out during the quarter.
Phoenix Financial sold 28,000 FIVE9 shares in Q4 2021, an estimated $4.51M.
Phoenix Financial first reported a position in FIVE9 in Q3 2021 and held it in 1 quarter.
Phoenix Financial's FIVE9 position peaked at $4.51M in Q3 2021.
380 funds tracked by Wall St. Rank held FIVE9 as of Q4 2021.

Based on Phoenix Financial's 13F filing for Q4 2021, filed 7 Feb 2022.