Schroder Investment Management Group
FIVN icon

Schroder Investment Management Group’s FIVE9 FIVN Stock Holding History

Schroder Investment Management Group’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
2022
Q1 		– Sell
-779
Closed -$107K – 1434
2021
Q4 		$107K Sell
779
-1,205
-61% -$178K ﹤0.01% 1295
2021
Q3 		$316K Sell
1,984
-3,309
-63% -$604K ﹤0.01% 1273
2021
Q2 		$971K Sell
5,293
-34
-0.6% -$5.86K ﹤0.01% 1135
2021
Q1 		$832K Sell
5,327
-4,228
-44% -$722K ﹤0.01% 1201
2020
Q4 		$1.67M Buy
+9,555
New +$1.45M ﹤0.01% 1033

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Schroder Investment Management Group's FIVN Position: Q1 2022 in Review

Schroder Investment Management Group sold out of FIVE9 (FIVN) in Q1 2022, closing a stake of 779 shares — an estimated $107K sold.

Schroder Investment Management Group first reported a position in FIVN in Q4 2020 and held it in 5 quarters. The position peaked at $1.67M in Q4 2020. 347 funds tracked by Wall St. Rank hold FIVN as of Q1 2022.

  • Schroder Investment Management Group reported no remaining FIVE9 position as of Q1 2022 after selling out during the quarter.
  • Schroder Investment Management Group sold 779 FIVE9 shares in Q1 2022, an estimated $107K.
  • Schroder Investment Management Group first reported a position in FIVE9 in Q4 2020 and held it in 5 quarters.
  • Schroder Investment Management Group's FIVE9 position peaked at $1.67M in Q4 2020.
  • 347 funds tracked by Wall St. Rank held FIVE9 as of Q1 2022.

Based on Schroder Investment Management Group's 13F filing for Q1 2022, filed 16 May 2022.