Standard Family Office’s FIVE9 FIVN Stock Holding History

Standard Family Office’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 Q4	–	Sell	-32	Closed	-$2K	–	167
2022 Q3	$2K	Buy	+32	New	+$3.11K	﹤0.01%	392
2021 Q1	–	Sell	-9	Closed	-$2K	–	636
2020 Q4	$2K	Buy	+9	New	+$1.37K	﹤0.01%	426

Other funds holding FIVN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

SCH

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Standard Family Office's FIVN Position: Q4 2022 in Review

Standard Family Office sold out of FIVE9 (FIVN) in Q4 2022, closing a stake of 32 shares — an estimated $2K sold.

Standard Family Office first reported a position in FIVN in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 326 funds tracked by Wall St. Rank hold FIVN as of Q4 2022.

Standard Family Office reported no remaining FIVE9 position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 32 FIVE9 shares in Q4 2022, an estimated $2K.
Standard Family Office first reported a position in FIVE9 in Q4 2020 and held it in 2 quarters.
Standard Family Office's FIVE9 position peaked at $2K in Q3 2022.
326 funds tracked by Wall St. Rank held FIVE9 as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.