TFO
FIVN icon

Tarbox Family Office’s FIVE9 FIVN Stock Holding History

Tarbox Family Office’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
-10
Closed -$1K – 433
2022
Q1 		$1K Hold
10
– – ﹤0.01% 943
2021
Q4 		$1K Hold
10
– – ﹤0.01% 998
2021
Q3 		$2K Hold
10
– – ﹤0.01% 917
2021
Q2 		$2K Hold
10
– – ﹤0.01% 926
2021
Q1 		$2K Hold
10
– – ﹤0.01% 871
2020
Q4 		$2K Hold
10
– – ﹤0.01% 819
2020
Q3 		$1K Hold
10
– – ﹤0.01% 954
2020
Q2 		$1K Hold
10
– – ﹤0.01% 951
2020
Q1 		$1K Buy
+10
New +$713 ﹤0.01% 852

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

Tarbox Family Office's FIVN Position: Q2 2022 in Review

Tarbox Family Office sold out of FIVE9 (FIVN) in Q2 2022, closing a stake of 10 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in FIVN in Q1 2020 and held it in 9 quarters. The position peaked at $2K in Q3 2021. 332 funds tracked by Wall St. Rank hold FIVN as of Q2 2022.

  • Tarbox Family Office reported no remaining FIVE9 position as of Q2 2022 after selling out during the quarter.
  • Tarbox Family Office sold 10 FIVE9 shares in Q2 2022, an estimated $1K.
  • Tarbox Family Office first reported a position in FIVE9 in Q1 2020 and held it in 9 quarters.
  • Tarbox Family Office's FIVE9 position peaked at $2K in Q3 2021.
  • 332 funds tracked by Wall St. Rank held FIVE9 as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.