TWA
FIVN icon

TCI Wealth Advisors’s FIVE9 FIVN Stock Holding History

TCI 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
2022
Q3 		– Sell
-181
Closed -$16K – 2349
2022
Q2 		$16K Buy
181
+5
+3% +$506 ﹤0.01% 733
2022
Q1 		$19K Sell
176
-1
-0.6% -$116 ﹤0.01% 715
2021
Q4 		$24K Sell
177
-22
-11% -$3.25K ﹤0.01% 628
2021
Q3 		$32K Hold
199
– – ﹤0.01% 525
2021
Q2 		$36K Sell
199
-47
-19% -$8.1K 0.01% 467
2021
Q1 		$38K Buy
246
+70
+40% +$12K 0.02% 413
2020
Q4 		$31K Hold
176
– – 0.01% 417
2020
Q3 		$23K Buy
+176
New +$21.2K 0.01% 422

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

TCI Wealth Advisors's FIVN Position: Q3 2022 in Review

TCI Wealth Advisors sold out of FIVE9 (FIVN) in Q3 2022, closing a stake of 181 shares — an estimated $16K sold.

TCI Wealth Advisors first reported a position in FIVN in Q3 2020 and held it in 8 quarters. The position peaked at $38K in Q1 2021. 335 funds tracked by Wall St. Rank hold FIVN as of Q3 2022.

  • TCI Wealth Advisors reported no remaining FIVE9 position as of Q3 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 181 FIVE9 shares in Q3 2022, an estimated $16K.
  • TCI Wealth Advisors first reported a position in FIVE9 in Q3 2020 and held it in 8 quarters.
  • TCI Wealth Advisors's FIVE9 position peaked at $38K in Q1 2021.
  • 335 funds tracked by Wall St. Rank held FIVE9 as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.