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Stiles Financial Services’s FIVE9 FIVN Stock Holding History

Stiles 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
2022
Q3 		– Sell
-2,390
Closed -$218K – 172
2022
Q2 		$218K Sell
2,390
-125
-5% -$12.6K 0.13% 151
2022
Q1 		$278K Hold
2,515
– – 0.14% 140
2021
Q4 		$345K Buy
+2,515
New +$372K 0.17% 129

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

Stiles Financial Services's FIVN Position: Q3 2022 in Review

Stiles Financial Services sold out of FIVE9 (FIVN) in Q3 2022, closing a stake of 2,390 shares — an estimated $218K sold.

Stiles Financial Services first reported a position in FIVN in Q4 2021 and held it in 3 quarters. The position peaked at $345K in Q4 2021. 335 funds tracked by Wall St. Rank hold FIVN as of Q3 2022.

  • Stiles Financial Services reported no remaining FIVE9 position as of Q3 2022 after selling out during the quarter.
  • Stiles Financial Services sold 2,390 FIVE9 shares in Q3 2022, an estimated $218K.
  • Stiles Financial Services first reported a position in FIVE9 in Q4 2021 and held it in 3 quarters.
  • Stiles Financial Services's FIVE9 position peaked at $345K in Q4 2021.
  • 335 funds tracked by Wall St. Rank held FIVE9 as of Q3 2022.

Based on Stiles Financial Services's 13F filing for Q3 2022, filed 2 Nov 2022.