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FIVN icon

Spire Wealth Management’s FIVE9 FIVN Stock Holding History

Spire 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
2024
Q3 		– Sell
-29
Closed -$1.28K – 2205
2024
Q2 		$1.28K Sell
29
-9
-24% -$468 ﹤0.01% 2083
2024
Q1 		$2.36K Hold
38
– – ﹤0.01% 2057
2023
Q4 		$2.93K Hold
38
– – ﹤0.01% 2071
2023
Q3 		$2.44K Hold
38
– – ﹤0.01% 2092
2023
Q2 		$3.13K Hold
38
– – ﹤0.01% 2113
2023
Q1 		$2.75K Hold
38
– – ﹤0.01% 2187
2022
Q4 		$3K Hold
38
– – ﹤0.01% 1960
2022
Q3 		$3K Sell
38
-1
-3% -$97 ﹤0.01% 1861
2022
Q2 		$4K Hold
39
– – ﹤0.01% 2188
2022
Q1 		$4K Hold
39
– – ﹤0.01% 2281
2021
Q4 		$5K Buy
39
+23
+144% +$3.4K ﹤0.01% 2561
2021
Q3 		$3K Hold
16
– – ﹤0.01% 2387
2021
Q2 		$3K Hold
16
– – ﹤0.01% 2412
2021
Q1 		$3K Buy
+16
New +$2.73K ﹤0.01% 2747

Other funds holding FIVN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Spire Wealth Management's FIVN Position: Q3 2024 in Review

Spire Wealth Management sold out of FIVE9 (FIVN) in Q3 2024, closing a stake of 29 shares — an estimated $1.28K sold.

Spire Wealth Management first reported a position in FIVN in Q1 2021 and held it in 14 quarters. The position peaked at $5K in Q4 2021. 270 funds tracked by Wall St. Rank hold FIVN as of Q3 2024.

  • Spire Wealth Management reported no remaining FIVE9 position as of Q3 2024 after selling out during the quarter.
  • Spire Wealth Management sold 29 FIVE9 shares in Q3 2024, an estimated $1.28K.
  • Spire Wealth Management first reported a position in FIVE9 in Q1 2021 and held it in 14 quarters.
  • Spire Wealth Management's FIVE9 position peaked at $5K in Q4 2021.
  • 270 funds tracked by Wall St. Rank held FIVE9 as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.