Tidal Investments’s FIVE9 FIVN Stock Holding History

Tidal Investments’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 Q2	–	Sell	-1,423	Closed	-$222K	–	727
2021 Q1	$222K	Buy	+1,423	New	+$243K	0.01%	508

Other funds holding FIVN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

Tidal Investments's FIVN Position: Q2 2021 in Review

Tidal Investments sold out of FIVE9 (FIVN) in Q2 2021, closing a stake of 1,423 shares — an estimated $222K sold.

Tidal Investments first reported a position in FIVN in Q1 2021 and held it in 1 quarter. The position peaked at $222K in Q1 2021. 397 funds tracked by Wall St. Rank hold FIVN as of Q2 2021.

Tidal Investments reported no remaining FIVE9 position as of Q2 2021 after selling out during the quarter.
Tidal Investments sold 1,423 FIVE9 shares in Q2 2021, an estimated $222K.
Tidal Investments first reported a position in FIVE9 in Q1 2021 and held it in 1 quarter.
Tidal Investments's FIVE9 position peaked at $222K in Q1 2021.
397 funds tracked by Wall St. Rank held FIVE9 as of Q2 2021.

Based on Tidal Investments's 13F filing for Q2 2021, filed 13 Aug 2021.