URS
FIVN icon

Utah Retirement Systems’s FIVE9 FIVN Stock Holding History

Utah Retirement Systems’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
Q2 		– Sell
-4,000
Closed -$248K – 984
2024
Q1 		$248K Sell
4,000
-8,300
-67% -$577K ﹤0.01% 912
2023
Q4 		$968K Hold
12,300
– – 0.01% 745
2023
Q3 		$791K Buy
12,300
+100
+0.8% +$7.48K 0.01% 761
2023
Q2 		$1.01M Sell
12,200
-200
-2% -$13.4K 0.01% 732
2023
Q1 		$896K Buy
12,400
+100
+0.8% +$7.15K 0.01% 764
2022
Q4 		$835K Hold
12,300
– – 0.01% 733
2022
Q3 		$922K Buy
12,300
+200
+2% +$19.4K 0.02% 704
2022
Q2 		$1.1M Hold
12,100
– – 0.02% 676
2022
Q1 		$1.33M Hold
12,100
– – 0.02% 682
2021
Q4 		$1.66M Hold
12,100
– – 0.02% 638
2021
Q3 		$1.93M Sell
12,100
-600
-5% -$109K 0.03% 579
2021
Q2 		$2.33M Buy
12,700
+900
+8% +$155K 0.03% 532
2021
Q1 		$1.84M Buy
11,800
+8,600
+269% +$1.47M 0.03% 594
2020
Q4 		$558K Buy
3,200
+500
+19% +$76K 0.01% 818
2020
Q3 		$350K Buy
2,700
+100
+4% +$12K 0.01% 845
2020
Q2 		$288K Buy
+2,600
New +$253K 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Utah Retirement Systems's FIVN Position: Q2 2024 in Review

Utah Retirement Systems sold out of FIVE9 (FIVN) in Q2 2024, closing a stake of 4,000 shares — an estimated $248K sold.

Utah Retirement Systems first reported a position in FIVN in Q2 2020 and held it in 16 quarters. The position peaked at $2.33M in Q2 2021. 296 funds tracked by Wall St. Rank hold FIVN as of Q2 2024.

  • Utah Retirement Systems reported no remaining FIVE9 position as of Q2 2024 after selling out during the quarter.
  • Utah Retirement Systems sold 4,000 FIVE9 shares in Q2 2024, an estimated $248K.
  • Utah Retirement Systems first reported a position in FIVE9 in Q2 2020 and held it in 16 quarters.
  • Utah Retirement Systems's FIVE9 position peaked at $2.33M in Q2 2021.
  • 296 funds tracked by Wall St. Rank held FIVE9 as of Q2 2024.

Based on Utah Retirement Systems's 13F filing for Q2 2024, filed 14 Aug 2024.