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Salem Investment Counselors’s FIVE9 FIVN Stock Holding History

Salem Investment Counselors’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
2025
Q1 		– Sell
-100
Closed -$4.06K – 1232
2024
Q4 		$4.06K Hold
100
– – ﹤0.01% 949
2024
Q3 		$2.87K Hold
100
– – ﹤0.01% 989
2024
Q2 		$4.41K Hold
100
– – ﹤0.01% 939
2024
Q1 		$6.21K Buy
+100
New +$6.95K ﹤0.01% 901
2019
Q2 		– Sell
-500
Closed -$22K – 679
2019
Q1 		$22K Buy
+500
New +$25.4K ﹤0.01% 359
2018
Q4 		– Sell
-500
Closed -$22K – 255
2018
Q3 		$22K Buy
+500
New +$20.6K ﹤0.01% 359

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Salem Investment Counselors's FIVN Position: Q1 2025 in Review

Salem Investment Counselors sold out of FIVE9 (FIVN) in Q1 2025, closing a stake of 100 shares — an estimated $4.06K sold.

Salem Investment Counselors first reported a position in FIVN in Q3 2018 and held it in 6 quarters. The position peaked at $22K in Q1 2019. 307 funds tracked by Wall St. Rank hold FIVN as of Q1 2025.

  • Salem Investment Counselors reported no remaining FIVE9 position as of Q1 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 100 FIVE9 shares in Q1 2025, an estimated $4.06K.
  • Salem Investment Counselors first reported a position in FIVE9 in Q3 2018 and held it in 6 quarters.
  • Salem Investment Counselors's FIVE9 position peaked at $22K in Q1 2019.
  • 307 funds tracked by Wall St. Rank held FIVE9 as of Q1 2025.

Based on Salem Investment Counselors's 13F filing for Q1 2025, filed 16 Apr 2025.