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
2021 Q1	–	Sell	-3,000	Closed	-$523K	–	2182
2020 Q4	$523K	Buy	+3,000	New	+$456K	0.23%	96

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

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 Nashville, Tennessee $309B AUM 23.92% 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

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.