SFS
FIVN icon

Sowell Financial Services’s FIVE9 FIVN Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-1,290
Closed -$216K – 1272
2021
Q1 		$216K Buy
1,290
+148
+13% +$25.3K 0.01% 1011
2020
Q4 		$199K Sell
1,142
-32
-3% -$4.87K 0.01% 844
2020
Q3 		$152K Buy
1,174
+364
+45% +$43.8K 0.01% 824
2020
Q2 		$90K Sell
810
-477
-37% -$46.4K ﹤0.01% 997
2020
Q1 		$98K Sell
1,287
-175
-12% -$12.5K 0.01% 845
2019
Q4 		$96K Buy
1,462
+980
+203% +$60K 0.01% 931
2019
Q3 		$26K Buy
+482
New +$27.1K ﹤0.01% 1193

Other funds holding FIVN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

Sowell Financial Services's FIVN Position: Q2 2021 in Review

Sowell Financial Services sold out of FIVE9 (FIVN) in Q2 2021, closing a stake of 1,290 shares — an estimated $216K sold.

Sowell Financial Services first reported a position in FIVN in Q3 2019 and held it in 7 quarters. The position peaked at $216K in Q1 2021. 398 funds tracked by Wall St. Rank hold FIVN as of Q2 2021.

  • Sowell Financial Services reported no remaining FIVE9 position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,290 FIVE9 shares in Q2 2021, an estimated $216K.
  • Sowell Financial Services first reported a position in FIVE9 in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's FIVE9 position peaked at $216K in Q1 2021.
  • 398 funds tracked by Wall St. Rank held FIVE9 as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.