Toth Financial Advisory’s FIVE9 FIVN Stock Holding History

Toth Financial Advisory’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	-3,705	Closed	-$292K	–	738
2023 Q4	$292K	Buy	+3,705	New	+$258K	0.04%	193

Other funds holding FIVN

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Toth Financial Advisory's FIVN Position: Q1 2024 in Review

Toth Financial Advisory sold out of FIVE9 (FIVN) in Q1 2024, closing a stake of 3,705 shares — an estimated $292K sold.

Toth Financial Advisory first reported a position in FIVN in Q4 2023 and held it in 1 quarter. The position peaked at $292K in Q4 2023. 310 funds tracked by Wall St. Rank hold FIVN as of Q1 2024.

Toth Financial Advisory reported no remaining FIVE9 position as of Q1 2024 after selling out during the quarter.
Toth Financial Advisory sold 3,705 FIVE9 shares in Q1 2024, an estimated $292K.
Toth Financial Advisory first reported a position in FIVE9 in Q4 2023 and held it in 1 quarter.
Toth Financial Advisory's FIVE9 position peaked at $292K in Q4 2023.
310 funds tracked by Wall St. Rank held FIVE9 as of Q1 2024.

Based on Toth Financial Advisory's 13F filing for Q1 2024, filed 16 Apr 2024.