SW
FIVN icon

SVB Wealth’s FIVE9 FIVN Stock Holding History

SVB Wealth’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
Q1 		– Sell
-8,689
Closed -$590K – 1040
2022
Q4 		$590K Buy
8,689
+3,088
+55% +$194K 0.01% 520
2022
Q3 		$420K Buy
+5,601
New +$544K 0.01% 570
2021
Q2 		– Sell
-2,007
Closed -$314K – 1002
2021
Q1 		$314K Buy
+2,007
New +$343K ﹤0.01% 669

Other funds holding FIVN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SVB Wealth's FIVN Position: Q1 2023 in Review

SVB Wealth sold out of FIVE9 (FIVN) in Q1 2023, closing a stake of 8,689 shares — an estimated $590K sold.

SVB Wealth first reported a position in FIVN in Q1 2021 and held it in 3 quarters. The position peaked at $590K in Q4 2022. 339 funds tracked by Wall St. Rank hold FIVN as of Q1 2023.

  • SVB Wealth reported no remaining FIVE9 position as of Q1 2023 after selling out during the quarter.
  • SVB Wealth sold 8,689 FIVE9 shares in Q1 2023, an estimated $590K.
  • SVB Wealth first reported a position in FIVE9 in Q1 2021 and held it in 3 quarters.
  • SVB Wealth's FIVE9 position peaked at $590K in Q4 2022.
  • 339 funds tracked by Wall St. Rank held FIVE9 as of Q1 2023.

Based on SVB Wealth's 13F filing for Q1 2023, filed 12 May 2023.