Ropes Wealth Advisors’s FIVE9 FIVN Stock Holding History

Ropes Wealth 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
2021 Q1	–	Sell	-12	Closed	-$2K	–	444
2020 Q4	$2K	Sell	12 -133	-92%	-$20.2K	﹤0.01%	643
2020 Q3	$19K	Buy	+145	New	+$17.4K	﹤0.01%	443

Other funds holding FIVN

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

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

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

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Ropes Wealth Advisors's FIVN Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of FIVE9 (FIVN) in Q1 2021, closing a stake of 12 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in FIVN in Q3 2020 and held it in 2 quarters. The position peaked at $19K in Q3 2020. 390 funds tracked by Wall St. Rank hold FIVN as of Q1 2021.

Ropes Wealth Advisors reported no remaining FIVE9 position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 12 FIVE9 shares in Q1 2021, an estimated $2K.
Ropes Wealth Advisors first reported a position in FIVE9 in Q3 2020 and held it in 2 quarters.
Ropes Wealth Advisors's FIVE9 position peaked at $19K in Q3 2020.
390 funds tracked by Wall St. Rank held FIVE9 as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.