Plante Moran Financial Advisors’s FIVE9 FIVN Stock Holding History

Plante Moran Financial 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
2023 Q3	–	Sell	-106	Closed	-$8.74K	–	796
2023 Q2	$8.74K	Hold	106	–	–	﹤0.01%	562
2023 Q1	$7.66K	Sell	106 -150	-59%	-$10.7K	﹤0.01%	598
2022 Q4	$17.4K	Hold	256	–	–	﹤0.01%	491
2022 Q3	$19K	Hold	256	–	–	﹤0.01%	472
2022 Q2	$23K	Hold	256	–	–	﹤0.01%	437
2022 Q1	$28K	Hold	256	–	–	0.01%	423
2021 Q4	$35K	Hold	256	–	–	0.01%	429
2021 Q3	$41K	Hold	256	–	–	0.01%	420
2021 Q2	$47K	Hold	256	–	–	0.01%	384
2021 Q1	$40K	Hold	256	–	–	0.01%	407
2020 Q4	$45K	Hold	256	–	–	0.01%	376
2020 Q3	$33K	Buy	256 +150	+142%	+$18K	0.01%	390
2020 Q2	$12K	Hold	106	–	–	﹤0.01%	500
2020 Q1	$8K	Hold	106	–	–	﹤0.01%	521
2019 Q4	$7K	Hold	106	–	–	﹤0.01%	583
2019 Q3	$6K	Hold	106	–	–	﹤0.01%	663
2019 Q2	$5K	Hold	106	–	–	﹤0.01%	643
2019 Q1	$6K	Hold	106	–	–	﹤0.01%	619
2018 Q4	$5K	Hold	106	–	–	﹤0.01%	597
2018 Q3	$5K	Hold	106	–	–	﹤0.01%	587
2018 Q2	$4K	Hold	106	–	–	﹤0.01%	650
2018 Q1	$3K	Buy	+106	New	+$2.9K	﹤0.01%	779
2017 Q1	–	Sell	-233	Closed	-$3K	–	916
2016 Q4	$3K	Buy	233 +31	+15%	+$447	﹤0.01%	793
2016 Q3	$3K	Hold	202	–	–	﹤0.01%	779
2016 Q2	$2K	Sell	202 -49	-20%	-$497	﹤0.01%	791
2016 Q1	$2K	Buy	+251	New	+$1.97K	﹤0.01%	717

Other funds holding FIVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Plante Moran Financial Advisors's FIVN Position: Q3 2023 in Review

Plante Moran Financial Advisors sold out of FIVE9 (FIVN) in Q3 2023, closing a stake of 106 shares — an estimated $8.74K sold.

Plante Moran Financial Advisors first reported a position in FIVN in Q1 2016 and held it in 26 quarters. The position peaked at $47K in Q2 2021. 327 funds tracked by Wall St. Rank hold FIVN as of Q3 2023.

Plante Moran Financial Advisors reported no remaining FIVE9 position as of Q3 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 106 FIVE9 shares in Q3 2023, an estimated $8.74K.
Plante Moran Financial Advisors first reported a position in FIVE9 in Q1 2016 and held it in 26 quarters.
Plante Moran Financial Advisors's FIVE9 position peaked at $47K in Q2 2021.
327 funds tracked by Wall St. Rank held FIVE9 as of Q3 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.