Truist Financial
FIVN icon

Truist Financial’s FIVE9 FIVN Stock Holding History

Truist Financial’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
2023
Q4 		– Sell
-6,272
Closed -$403K – 2663
2023
Q3 		$403K Sell
6,272
-4,257
-40% -$319K ﹤0.01% 2032
2023
Q2 		$868K Sell
10,529
-297
-3% -$19.9K ﹤0.01% 1652
2023
Q1 		$783K Buy
10,826
+71
+0.7% +$5.08K ﹤0.01% 1693
2022
Q4 		$730K Buy
10,755
+2,424
+29% +$152K ﹤0.01% 1723
2022
Q3 		$625K Buy
8,331
+2,767
+50% +$269K ﹤0.01% 1711
2022
Q2 		$508K Sell
5,564
-248
-4% -$25.1K ﹤0.01% 1893
2022
Q1 		$641K Sell
5,812
-558
-9% -$65K ﹤0.01% 1857
2021
Q4 		$875K Buy
6,370
+2,634
+71% +$390K ﹤0.01% 1707
2021
Q3 		$596K Sell
3,736
-3,521
-49% -$643K ﹤0.01% 1900
2021
Q2 		$1.33M Buy
7,257
+1,992
+38% +$343K ﹤0.01% 1481
2021
Q1 		$823K Buy
5,265
+1,037
+25% +$177K ﹤0.01% 1701
2020
Q4 		$737K Sell
4,228
-2,471
-37% -$376K ﹤0.01% 1661
2020
Q3 		$869K Sell
6,699
-6,401
-49% -$770K ﹤0.01% 1436
2020
Q2 		$1.45M Sell
13,100
-6,554
-33% -$638K ﹤0.01% 1155
2020
Q1 		$1.5M Sell
19,654
-3,565
-15% -$254K ﹤0.01% 1096
2019
Q4 		$1.52M Buy
+23,219
New +$1.42M ﹤0.01% 1256

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Truist Financial's FIVN Position: Q4 2023 in Review

Truist Financial sold out of FIVE9 (FIVN) in Q4 2023, closing a stake of 6,272 shares — an estimated $403K sold.

Truist Financial first reported a position in FIVN in Q4 2019 and held it in 16 quarters. The position peaked at $1.52M in Q4 2019. 348 funds tracked by Wall St. Rank hold FIVN as of Q4 2023.

  • Truist Financial reported no remaining FIVE9 position as of Q4 2023 after selling out during the quarter.
  • Truist Financial sold 6,272 FIVE9 shares in Q4 2023, an estimated $403K.
  • Truist Financial first reported a position in FIVE9 in Q4 2019 and held it in 16 quarters.
  • Truist Financial's FIVE9 position peaked at $1.52M in Q4 2019.
  • 348 funds tracked by Wall St. Rank held FIVE9 as of Q4 2023.

Based on Truist Financial's 13F filing for Q4 2023, filed 2 Feb 2024.