TD Asset Management
FIVN icon

TD Asset Management’s FIVE9 FIVN Stock Holding History

TD Asset Management’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
2024
Q1 		– Sell
-36,004
Closed -$2.83M – 1402
2023
Q4 		$2.83M Sell
36,004
-15,600
-30% -$1.09M ﹤0.01% 897
2023
Q3 		$3.32M Buy
51,604
+1,200
+2% +$89.8K ﹤0.01% 821
2023
Q2 		$4.16M Sell
50,404
-800
-2% -$53.7K ﹤0.01% 787
2023
Q1 		$3.7M Buy
51,204
+2,722
+6% +$195K ﹤0.01% 820
2022
Q4 		$3.29M Sell
48,482
-387,306
-89% -$24.3M ﹤0.01% 844
2022
Q3 		$33.3M Buy
435,788
+10,696
+3% +$1.04M 0.04% 312
2022
Q2 		$38.7M Buy
425,092
+18,942
+5% +$1.92M 0.04% 309
2022
Q1 		$44.8M Sell
406,150
-71,524
-15% -$8.33M 0.04% 308
2021
Q4 		$65.6M Buy
477,674
+180,361
+61% +$26.7M 0.05% 261
2021
Q3 		$47.5M Buy
297,313
+34,878
+13% +$6.36M 0.05% 294
2021
Q2 		$52.8M Buy
262,435
+17,587
+7% +$3.03M 0.05% 281
2021
Q1 		$38.3M Buy
244,848
+32,921
+16% +$5.62M 0.04% 328
2020
Q4 		$37M Buy
211,927
+15,119
+8% +$2.3M 0.04% 311
2020
Q3 		$25.5M Buy
196,808
+48,060
+32% +$5.78M 0.04% 337
2020
Q2 		$16.5M Buy
148,748
+119,969
+417% +$11.7M 0.02% 398
2020
Q1 		$2.2M Sell
28,779
-700
-2% -$49.9K ﹤0.01% 811
2019
Q4 		$1.93M Sell
29,479
-300
-1% -$18.4K ﹤0.01% 938
2019
Q3 		$1.6M Buy
29,779
+600
+2% +$33.7K ﹤0.01% 956
2019
Q2 		$1.5M Sell
29,179
-700
-2% -$35.5K ﹤0.01% 975
2019
Q1 		$1.58M Sell
29,879
-23,750
-44% -$1.21M ﹤0.01% 952
2018
Q4 		$2.35M Sell
53,629
-8,903
-14% -$358K ﹤0.01% 875
2018
Q3 		$2.73M Sell
62,532
-1,600
-2% -$66K ﹤0.01% 915
2018
Q2 		$2.22M Sell
64,132
-21,500
-25% -$696K ﹤0.01% 931
2018
Q1 		$2.55M Buy
85,632
+5,600
+7% +$153K ﹤0.01% 839
2017
Q4 		$1.99M Buy
80,032
+2,500
+3% +$61.7K ﹤0.01% 888
2017
Q3 		$1.85M Buy
77,532
+19,000
+32% +$412K ﹤0.01% 886
2017
Q2 		$1.26M Buy
58,532
+5,800
+11% +$119K ﹤0.01% 986
2017
Q1 		$868K Sell
52,732
-4,068
-7% -$66.8K ﹤0.01% 1074
2016
Q4 		$806K Buy
56,800
+5,800
+11% +$83.6K ﹤0.01% 1063
2016
Q3 		$800K Buy
51,000
+13,900
+37% +$190K ﹤0.01% 1056
2016
Q2 		$441K Sell
37,100
-3,600
-9% -$36.5K ﹤0.01% 1154
2016
Q1 		$362K Sell
40,700
-200
-0.5% -$1.57K ﹤0.01% 1184
2015
Q4 		$356K Buy
40,900
+5,900
+17% +$34.2K ﹤0.01% 1197
2015
Q3 		$130K Buy
35,000
+600
+2% +$2.71K ﹤0.01% 1326
2015
Q2 		$180K Sell
34,400
-3,100
-8% -$17K ﹤0.01% 1363
2015
Q1 		$208K Buy
37,500
+10,600
+39% +$45.9K ﹤0.01% 1334
2014
Q4 		$121K Buy
26,900
+4,400
+20% +$20.5K ﹤0.01% 1361
2014
Q3 		$147K Buy
22,500
+4,500
+25% +$29.2K ﹤0.01% 1284
2014
Q2 		$130K Buy
+18,000
New +$127K ﹤0.01% 1267

Other funds holding FIVN

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TD Asset Management's FIVN Position: Q1 2024 in Review

TD Asset Management sold out of FIVE9 (FIVN) in Q1 2024, closing a stake of 36,004 shares — an estimated $2.83M sold.

TD Asset Management first reported a position in FIVN in Q2 2014 and held it in 39 quarters. The position peaked at $65.6M in Q4 2021. 310 funds tracked by Wall St. Rank hold FIVN as of Q1 2024.

  • TD Asset Management reported no remaining FIVE9 position as of Q1 2024 after selling out during the quarter.
  • TD Asset Management sold 36,004 FIVE9 shares in Q1 2024, an estimated $2.83M.
  • TD Asset Management first reported a position in FIVE9 in Q2 2014 and held it in 39 quarters.
  • TD Asset Management's FIVE9 position peaked at $65.6M in Q4 2021.
  • 310 funds tracked by Wall St. Rank held FIVE9 as of Q1 2024.

Based on TD Asset Management's 13F filing for Q1 2024, filed 8 May 2024.