Sutton Wealth Advisors’s FIVE9 FIVN Stock Holding History

Sutton Wealth 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 Q3	$1.16K	Hold	18	–	–	﹤0.01%	783
2023 Q2	$1.48K	Hold	18	–	–	﹤0.01%	738
2023 Q1	$1.3K	Hold	18	–	–	﹤0.01%	702
2022 Q4	$1.22K	Buy	+18	New	+$1.13K	﹤0.01%	1276

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

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

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

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

SCH

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

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

Sutton Wealth Advisors's FIVN Position: Q3 2023 in Review

Sutton Wealth Advisors held its FIVE9 (FIVN) position steady in Q3 2023 at 18 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Sutton Wealth Advisors first reported a position in FIVN in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.48K in Q2 2023. 328 funds tracked by Wall St. Rank hold FIVN as of Q3 2023.

Sutton Wealth Advisors held 18 shares of FIVE9 worth $1.16K as of Q3 2023.
Sutton Wealth Advisors left its FIVE9 share count unchanged in Q3 2023.
FIVE9 made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #783 holding.
Sutton Wealth Advisors first reported a position in FIVE9 in Q4 2022 and has held it in 4 quarters since.
Sutton Wealth Advisors's FIVE9 position peaked at $1.48K in Q2 2023.
328 funds tracked by Wall St. Rank held FIVE9 as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.