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Stonebridge Capital Advisors’s FIVE9 FIVN Stock Holding History

Stonebridge Capital Advisors’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
Q4 		– Sell
-73
Closed -$4.69K – 428
2023
Q3 		$4.69K Buy
+73
New +$5.46K ﹤0.01% 717

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stonebridge Capital Advisors's FIVN Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of FIVE9 (FIVN) in Q4 2023, closing a stake of 73 shares — an estimated $4.69K sold.

Stonebridge Capital Advisors first reported a position in FIVN in Q3 2023 and held it in 1 quarter. The position peaked at $4.69K in Q3 2023. 348 funds tracked by Wall St. Rank hold FIVN as of Q4 2023.

  • Stonebridge Capital Advisors reported no remaining FIVE9 position as of Q4 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 73 FIVE9 shares in Q4 2023, an estimated $4.69K.
  • Stonebridge Capital Advisors first reported a position in FIVE9 in Q3 2023 and held it in 1 quarter.
  • Stonebridge Capital Advisors's FIVE9 position peaked at $4.69K in Q3 2023.
  • 348 funds tracked by Wall St. Rank held FIVE9 as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.