Sterling Investment Advisors (Pennsylvania)’s FIVE9 FIVN Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2023 Q2	–	Sell	-11,507	Closed	-$832K	–	140
2023 Q1	$832K	Sell	11,507 -2,403	-17%	-$172K	0.28%	84
2022 Q4	$944K	Sell	13,910 -750	-5%	-$47.1K	0.34%	76
2022 Q3	$1.1M	Hold	14,660	–	–	0.41%	65
2022 Q2	$1.34M	Sell	14,660 -250	-2%	-$25.3K	0.46%	64
2022 Q1	$1.65M	Buy	14,910 +650	+5%	+$75.7K	0.47%	65
2021 Q4	$1.96M	Buy	14,260 +1,200	+9%	+$177K	0.55%	60
2021 Q3	$2.09M	Hold	13,060	–	–	0.62%	56
2021 Q2	$2.4M	Buy	13,060 +265	+2%	+$45.7K	0.7%	43
2021 Q1	$2M	Sell	12,795 -360	-3%	-$61.5K	0.65%	49
2020 Q4	$2.29M	Sell	13,155 -515	-4%	-$78.3K	0.78%	39
2020 Q3	$1.77M	Sell	13,670 -1,930	-12%	-$232K	0.68%	47
2020 Q2	$1.73M	Sell	15,600 -600	-4%	-$58.4K	0.72%	43
2020 Q1	$1.24M	Buy	16,200 +6,400	+65%	+$456K	0.65%	48
2019 Q4	$642K	Buy	9,800 +7,800	+390%	+$477K	0.3%	77
2019 Q3	$107K	Buy	+2,000	New	+$112K	0.05%	146

Other funds holding FIVN

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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

SCH

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

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Sterling Investment Advisors (Pennsylvania)'s FIVN Position: Q2 2023 in Review

Sterling Investment Advisors (Pennsylvania) sold out of FIVE9 (FIVN) in Q2 2023, closing a stake of 11,507 shares — an estimated $832K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in FIVN in Q3 2019 and held it in 15 quarters. The position peaked at $2.4M in Q2 2021. 336 funds tracked by Wall St. Rank hold FIVN as of Q2 2023.

Sterling Investment Advisors (Pennsylvania) reported no remaining FIVE9 position as of Q2 2023 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 11,507 FIVE9 shares in Q2 2023, an estimated $832K.
Sterling Investment Advisors (Pennsylvania) first reported a position in FIVE9 in Q3 2019 and held it in 15 quarters.
Sterling Investment Advisors (Pennsylvania)'s FIVE9 position peaked at $2.4M in Q2 2021.
336 funds tracked by Wall St. Rank held FIVE9 as of Q2 2023.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2023, filed 3 Aug 2023.