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Schubert & Co’s FIVE9 FIVN Stock Holding History

Schubert & Co’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
-3
Closed – – 1158
2021
Q4 		$0 Buy
+3
New +$444 ﹤0.01% 1093

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

Schubert & Co's FIVN Position: Q1 2022 in Review

Schubert & Co sold out of FIVE9 (FIVN) in Q1 2022, closing a stake of 3 shares.

Schubert & Co first reported a position in FIVN in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 347 funds tracked by Wall St. Rank hold FIVN as of Q1 2022.

  • Schubert & Co reported no remaining FIVE9 position as of Q1 2022 after selling out during the quarter.
  • Schubert & Co sold 3 FIVE9 shares in Q1 2022.
  • Schubert & Co first reported a position in FIVE9 in Q4 2021 and held it in 1 quarter.
  • Schubert & Co's FIVE9 position peaked at $0 in Q4 2021.
  • 347 funds tracked by Wall St. Rank held FIVE9 as of Q1 2022.

Based on Schubert & Co's 13F filing for Q1 2022, filed 16 May 2022.