RJFSA
FIVN icon

Raymond James Financial Services Advisors’s FIVE9 FIVN Stock Holding History

Raymond James Financial Services 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
2022
Q1 		– Sell
-3,377
Closed -$464K – 3370
2021
Q4 		$464K Buy
3,377
+503
+18% +$74.4K ﹤0.01% 2422
2021
Q3 		$459K Sell
2,874
-1,334
-32% -$243K ﹤0.01% 2418
2021
Q2 		$772K Buy
4,208
+127
+3% +$21.9K ﹤0.01% 2117
2021
Q1 		$638K Sell
4,081
-321
-7% -$54.8K ﹤0.01% 2137
2020
Q4 		$768K Buy
4,402
+355
+9% +$54K ﹤0.01% 1875
2020
Q3 		$525K Buy
+4,047
New +$487K ﹤0.01% 1938

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Alkeon Capital Management
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Raymond James Financial Services Advisors's FIVN Position: Q1 2022 in Review

Raymond James Financial Services Advisors sold out of FIVE9 (FIVN) in Q1 2022, closing a stake of 3,377 shares — an estimated $464K sold.

Raymond James Financial Services Advisors first reported a position in FIVN in Q3 2020 and held it in 6 quarters. The position peaked at $772K in Q2 2021. 347 funds tracked by Wall St. Rank hold FIVN as of Q1 2022.

  • Raymond James Financial Services Advisors reported no remaining FIVE9 position as of Q1 2022 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 3,377 FIVE9 shares in Q1 2022, an estimated $464K.
  • Raymond James Financial Services Advisors first reported a position in FIVE9 in Q3 2020 and held it in 6 quarters.
  • Raymond James Financial Services Advisors's FIVE9 position peaked at $772K in Q2 2021.
  • 347 funds tracked by Wall St. Rank held FIVE9 as of Q1 2022.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2022, filed 11 May 2022.