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Sageworth Trust Company of South Dakota’s FIVE9 FIVN Stock Holding History

Sageworth Trust Company of South Dakota’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
Q1 		– Sell
-7
Closed – – 243
2022
Q4 		$0 Hold
7
– – ﹤0.01% 252
2022
Q3 		$1K Sell
7
-68
-91% -$6.61K ﹤0.01% 218
2022
Q2 		$7K Buy
75
+7
+10% +$708 0.01% 182
2022
Q1 		$8K Sell
68
-313
-82% -$36.4K 0.02% 222
2021
Q4 		$52K Buy
+381
New +$56.4K 0.08% 98

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Sageworth Trust Company of South Dakota's FIVN Position: Q1 2023 in Review

Sageworth Trust Company of South Dakota sold out of FIVE9 (FIVN) in Q1 2023, closing a stake of 7 shares.

Sageworth Trust Company of South Dakota first reported a position in FIVN in Q4 2021 and held it in 5 quarters. The position peaked at $52K in Q4 2021. 339 funds tracked by Wall St. Rank hold FIVN as of Q1 2023.

  • Sageworth Trust Company of South Dakota reported no remaining FIVE9 position as of Q1 2023 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 7 FIVE9 shares in Q1 2023.
  • Sageworth Trust Company of South Dakota first reported a position in FIVE9 in Q4 2021 and held it in 5 quarters.
  • Sageworth Trust Company of South Dakota's FIVE9 position peaked at $52K in Q4 2021.
  • 339 funds tracked by Wall St. Rank held FIVE9 as of Q1 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q1 2023, filed 9 May 2023.