Sheets Smith Wealth Management’s FIVE9 FIVN Stock Holding History

Sheets Smith Wealth Management’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
2020 Q1	–	Sell	-9,072	Closed	-$591K	–	292
2019 Q4	$591K	Sell	9,072 -369	-4%	-$22.6K	0.11%	177
2019 Q3	$507K	Buy	9,441 +108	+1%	+$6.08K	0.1%	192
2019 Q2	$479K	Sell	9,333 -86	-0.9%	-$4.37K	0.1%	213
2019 Q1	$498K	Buy	+9,419	New	+$479K	0.11%	202
2018 Q4	–	Sell	-8,343	Closed	-$365K	–	292
2018 Q3	$365K	Buy	+8,343	New	+$344K	0.08%	268

Other funds holding FIVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Sheets Smith Wealth Management's FIVN Position: Q1 2020 in Review

Sheets Smith Wealth Management sold out of FIVE9 (FIVN) in Q1 2020, closing a stake of 9,072 shares — an estimated $591K sold.

Sheets Smith Wealth Management first reported a position in FIVN in Q3 2018 and held it in 5 quarters. The position peaked at $591K in Q4 2019. 288 funds tracked by Wall St. Rank hold FIVN as of Q1 2020.

Sheets Smith Wealth Management reported no remaining FIVE9 position as of Q1 2020 after selling out during the quarter.
Sheets Smith Wealth Management sold 9,072 FIVE9 shares in Q1 2020, an estimated $591K.
Sheets Smith Wealth Management first reported a position in FIVE9 in Q3 2018 and held it in 5 quarters.
Sheets Smith Wealth Management's FIVE9 position peaked at $591K in Q4 2019.
288 funds tracked by Wall St. Rank held FIVE9 as of Q1 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.