Sarasin & Partners’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,210
| Closed | -$1.64M | – | 86 |
|
|
2023
Q1 | $1.64M | Buy |
+12,210
| New | +$1.64M | 0.01% | 95 |
|
|
2022
Q1 | – | Sell |
-12,210
| Closed | -$1.68M | – | 92 |
|
|
2021
Q4 | $1.68M | Sell |
12,210
-7,416
| -38% | -$1.02M | 0.02% | 90 |
|
|
2021
Q3 | $3.14M | Hold |
19,626
| – | – | 0.03% | 94 |
|
|
2021
Q2 | $3.6M | Buy |
19,626
+2,647
| +16% | +$485K | 0.04% | 93 |
|
|
2021
Q1 | $2.65M | Buy |
16,979
+4,543
| +37% | +$710K | 0.03% | 90 |
|
|
2020
Q4 | $2.17M | Hold |
12,436
| – | – | 0.03% | 100 |
|
|
2020
Q3 | $1.61M | Sell |
12,436
-23,895
| -66% | -$3.1M | 0.02% | 104 |
|
|
2020
Q2 | $4.02M | Sell |
36,331
-23,479
| -39% | -$2.6M | 0.06% | 93 |
|
|
2020
Q1 | $4.57M | Buy |
59,810
+3,781
| +7% | +$289K | 0.09% | 82 |
|
|
2019
Q4 | $3.67M | Hold |
56,029
| – | – | 0.06% | 101 |
|
|
2019
Q3 | $3.01M | Buy |
+56,029
| New | +$3.01M | 0.05% | 106 |
|