Surevest’s FIVE9 FIVN Stock Holding History

Surevest’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 Q2	–	Sell	-50	Closed	-$6K	–	570
2022 Q1	$6K	Hold	50	–	–	﹤0.01%	300
2021 Q4	$7K	Buy	+50	New	+$7.39K	﹤0.01%	297

Other funds holding FIVN

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

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

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

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

PAMS

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

Surevest's FIVN Position: Q2 2022 in Review

Surevest sold out of FIVE9 (FIVN) in Q2 2022, closing a stake of 50 shares — an estimated $6K sold.

Surevest first reported a position in FIVN in Q4 2021 and held it in 2 quarters. The position peaked at $7K in Q4 2021. 332 funds tracked by Wall St. Rank hold FIVN as of Q2 2022.

Surevest reported no remaining FIVE9 position as of Q2 2022 after selling out during the quarter.
Surevest sold 50 FIVE9 shares in Q2 2022, an estimated $6K.
Surevest first reported a position in FIVE9 in Q4 2021 and held it in 2 quarters.
Surevest's FIVE9 position peaked at $7K in Q4 2021.
332 funds tracked by Wall St. Rank held FIVE9 as of Q2 2022.

Based on Surevest's 13F filing for Q2 2022, filed 15 Aug 2022.