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FIVN icon

TCWP’s FIVE9 FIVN Stock Holding History

TCWP’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
-27
Closed -$2K – 777
2022
Q1 		$2K Buy
+27
New +$3.14K ﹤0.01% 1315

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

TCWP's FIVN Position: Q2 2022 in Review

TCWP sold out of FIVE9 (FIVN) in Q2 2022, closing a stake of 27 shares — an estimated $2K sold.

TCWP first reported a position in FIVN in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 332 funds tracked by Wall St. Rank hold FIVN as of Q2 2022.

  • TCWP reported no remaining FIVE9 position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 27 FIVE9 shares in Q2 2022, an estimated $2K.
  • TCWP first reported a position in FIVE9 in Q1 2022 and held it in 1 quarter.
  • TCWP's FIVE9 position peaked at $2K in Q1 2022.
  • 332 funds tracked by Wall St. Rank held FIVE9 as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.