UCFA
FIVN icon

United Capital Financial Advisors’s FIVE9 FIVN Stock Holding History

United Capital Financial Advisors’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
Q4 		– Sell
-1,719
Closed -$275K – 1217
2021
Q3 		$275K Hold
1,719
– – ﹤0.01% 1046
2021
Q2 		$315K Sell
1,719
-120
-7% -$20.7K ﹤0.01% 1009
2021
Q1 		$287K Sell
1,839
-284
-13% -$48.5K ﹤0.01% 995
2020
Q4 		$370K Buy
2,123
+14
+0.7% +$2.13K ﹤0.01% 934
2020
Q3 		$273K Sell
2,109
-4,604
-69% -$554K ﹤0.01% 981
2020
Q2 		$743K Sell
6,713
-1,466
-18% -$143K 0.01% 743
2020
Q1 		$625K Buy
+8,179
New +$583K 0.01% 745

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Alkeon Capital Management
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

United Capital Financial Advisors's FIVN Position: Q4 2021 in Review

United Capital Financial Advisors sold out of FIVE9 (FIVN) in Q4 2021, closing a stake of 1,719 shares — an estimated $275K sold.

United Capital Financial Advisors first reported a position in FIVN in Q1 2020 and held it in 7 quarters. The position peaked at $743K in Q2 2020. 380 funds tracked by Wall St. Rank hold FIVN as of Q4 2021.

  • United Capital Financial Advisors reported no remaining FIVE9 position as of Q4 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 1,719 FIVE9 shares in Q4 2021, an estimated $275K.
  • United Capital Financial Advisors first reported a position in FIVE9 in Q1 2020 and held it in 7 quarters.
  • United Capital Financial Advisors's FIVE9 position peaked at $743K in Q2 2020.
  • 380 funds tracked by Wall St. Rank held FIVE9 as of Q4 2021.

Based on United Capital Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.