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FIVN icon

Trust Point Inc’s FIVE9 FIVN Stock Holding History

Trust Point Inc’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
Q4 		– Sell
-7,316
Closed -$210K – 569
2024
Q3 		$210K Sell
7,316
-1,003
-12% -$36.2K 0.02% 491
2024
Q2 		$367K Buy
8,319
+1,398
+20% +$72.6K 0.03% 324
2024
Q1 		$430K Buy
6,921
+1,007
+17% +$70K 0.03% 319
2023
Q4 		$465K Buy
+5,914
New +$412K 0.04% 287

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Trust Point Inc's FIVN Position: Q4 2024 in Review

Trust Point Inc sold out of FIVE9 (FIVN) in Q4 2024, closing a stake of 7,316 shares — an estimated $210K sold.

Trust Point Inc first reported a position in FIVN in Q4 2023 and held it in 4 quarters. The position peaked at $465K in Q4 2023. 295 funds tracked by Wall St. Rank hold FIVN as of Q4 2024.

  • Trust Point Inc reported no remaining FIVE9 position as of Q4 2024 after selling out during the quarter.
  • Trust Point Inc sold 7,316 FIVE9 shares in Q4 2024, an estimated $210K.
  • Trust Point Inc first reported a position in FIVE9 in Q4 2023 and held it in 4 quarters.
  • Trust Point Inc's FIVE9 position peaked at $465K in Q4 2023.
  • 295 funds tracked by Wall St. Rank held FIVE9 as of Q4 2024.

Based on Trust Point Inc's 13F filing for Q4 2024, filed 24 Jan 2025.