Stratos Wealth Partners’s FIVE9 FIVN Stock Holding History

Stratos Wealth Partners’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
2018 Q4	–	Sell	-900	Closed	-$39K	–	1391
2018 Q3	$39K	Buy	+900	New	+$37.1K	﹤0.01%	1558

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

SCH

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

Stratos Wealth Partners's FIVN Position: Q4 2018 in Review

Stratos Wealth Partners sold out of FIVE9 (FIVN) in Q4 2018, closing a stake of 900 shares — an estimated $39K sold.

Stratos Wealth Partners first reported a position in FIVN in Q3 2018 and held it in 1 quarter. The position peaked at $39K in Q3 2018. 226 funds tracked by Wall St. Rank hold FIVN as of Q4 2018.

Stratos Wealth Partners reported no remaining FIVE9 position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 900 FIVE9 shares in Q4 2018, an estimated $39K.
Stratos Wealth Partners first reported a position in FIVE9 in Q3 2018 and held it in 1 quarter.
Stratos Wealth Partners's FIVE9 position peaked at $39K in Q3 2018.
226 funds tracked by Wall St. Rank held FIVE9 as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.