Pursue Wealth Partners’s FIVE9 FIVN Stock Holding History

Pursue Wealth Partners’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 Q3	–	Sell	-26,980	Closed	-$2.46M	–	114
2022 Q2	$2.46M	Buy	+26,980	New	+$2.73M	1.57%	17

Other funds holding FIVN

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

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

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

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

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

PAMS

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

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

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

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

SCH

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

Pursue Wealth Partners's FIVN Position: Q3 2022 in Review

Pursue Wealth Partners sold out of FIVE9 (FIVN) in Q3 2022, closing a stake of 26,980 shares — an estimated $2.46M sold.

Pursue Wealth Partners first reported a position in FIVN in Q2 2022 and held it in 1 quarter. The position peaked at $2.46M in Q2 2022. 335 funds tracked by Wall St. Rank hold FIVN as of Q3 2022.

Pursue Wealth Partners reported no remaining FIVE9 position as of Q3 2022 after selling out during the quarter.
Pursue Wealth Partners sold 26,980 FIVE9 shares in Q3 2022, an estimated $2.46M.
Pursue Wealth Partners first reported a position in FIVE9 in Q2 2022 and held it in 1 quarter.
Pursue Wealth Partners's FIVE9 position peaked at $2.46M in Q2 2022.
335 funds tracked by Wall St. Rank held FIVE9 as of Q3 2022.

Based on Pursue Wealth Partners's 13F filing for Q3 2022, filed 14 Nov 2022.