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Riverview Trust Company’s FIVE9 FIVN Stock Holding History

Riverview Trust Company’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
2024
Q3 		– Sell
-257
Closed -$11.3K – 830
2024
Q2 		$11.3K Hold
257
– – 0.01% 604
2024
Q1 		$16K Buy
+257
New +$17.9K 0.01% 573
2023
Q4 		– Sell
-257
Closed -$16.5K – 285
2023
Q3 		$16.5K Hold
257
– – 0.01% 469
2023
Q2 		$21.2K Buy
+257
New +$17.3K 0.02% 342
2022
Q4 		– Sell
-161
Closed -$12K – 772
2022
Q3 		$12K Buy
161
+25
+18% +$2.43K 0.01% 588
2022
Q2 		$12K Hold
136
– – 0.01% 628
2022
Q1 		$15K Buy
+136
New +$15.8K 0.01% 608

Other funds holding FIVN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Riverview Trust Company's FIVN Position: Q3 2024 in Review

Riverview Trust Company sold out of FIVE9 (FIVN) in Q3 2024, closing a stake of 257 shares — an estimated $11.3K sold.

Riverview Trust Company first reported a position in FIVN in Q1 2022 and held it in 7 quarters. The position peaked at $21.2K in Q2 2023. 269 funds tracked by Wall St. Rank hold FIVN as of Q3 2024.

  • Riverview Trust Company reported no remaining FIVE9 position as of Q3 2024 after selling out during the quarter.
  • Riverview Trust Company sold 257 FIVE9 shares in Q3 2024, an estimated $11.3K.
  • Riverview Trust Company first reported a position in FIVE9 in Q1 2022 and held it in 7 quarters.
  • Riverview Trust Company's FIVE9 position peaked at $21.2K in Q2 2023.
  • 269 funds tracked by Wall St. Rank held FIVE9 as of Q3 2024.

Based on Riverview Trust Company's 13F filing for Q3 2024, filed 18 Oct 2024.