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Sonora Investment Management’s FIVE9 FIVN Stock Holding History

Sonora Investment 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
Q2 		– Sell
-125
Closed -$10K – 1802
2020
Q1 		$10K Hold
125
– – ﹤0.01% 1053
2019
Q4 		$8K Buy
+125
New +$7.65K ﹤0.01% 1277

Other funds holding FIVN

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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
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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Sonora Investment Management's FIVN Position: Q2 2020 in Review

Sonora Investment Management sold out of FIVE9 (FIVN) in Q2 2020, closing a stake of 125 shares — an estimated $10K sold.

Sonora Investment Management first reported a position in FIVN in Q4 2019 and held it in 2 quarters. The position peaked at $10K in Q1 2020. 341 funds tracked by Wall St. Rank hold FIVN as of Q2 2020.

  • Sonora Investment Management reported no remaining FIVE9 position as of Q2 2020 after selling out during the quarter.
  • Sonora Investment Management sold 125 FIVE9 shares in Q2 2020, an estimated $10K.
  • Sonora Investment Management first reported a position in FIVE9 in Q4 2019 and held it in 2 quarters.
  • Sonora Investment Management's FIVE9 position peaked at $10K in Q1 2020.
  • 341 funds tracked by Wall St. Rank held FIVE9 as of Q2 2020.

Based on Sonora Investment Management's 13F filing for Q2 2020, filed 13 Aug 2020.