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Triad Wealth Partners’s FIVE9 FIVN Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-17
Closed -$750 – 343
2024
Q2 		$750 Buy
+17
New +$883 ﹤0.01% 899

Other funds holding FIVN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Triad Wealth Partners's FIVN Position: Q3 2024 in Review

Triad Wealth Partners sold out of FIVE9 (FIVN) in Q3 2024, closing a stake of 17 shares — an estimated $750 sold.

Triad Wealth Partners first reported a position in FIVN in Q2 2024 and held it in 1 quarter. The position peaked at $750 in Q2 2024. 269 funds tracked by Wall St. Rank hold FIVN as of Q3 2024.

  • Triad Wealth Partners reported no remaining FIVE9 position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 17 FIVE9 shares in Q3 2024, an estimated $750.
  • Triad Wealth Partners first reported a position in FIVE9 in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's FIVE9 position peaked at $750 in Q2 2024.
  • 269 funds tracked by Wall St. Rank held FIVE9 as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.