Valeo Financial Advisors’s FIVE9 FIVN Stock Holding History

Valeo 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 Q2	–	Sell	-88	Closed	-$14K	–	968
2021 Q1	$14K	Sell	88 -35	-28%	-$5.98K	﹤0.01%	1273
2020 Q4	$21K	Sell	123 -350	-74%	-$53.2K	﹤0.01%	1013
2020 Q3	$61K	Buy	473 +90	+23%	+$10.8K	0.01%	597
2020 Q2	$42K	Buy	383 +45	+13%	+$4.38K	﹤0.01%	792
2020 Q1	$27K	Sell	338 -107	-24%	-$7.63K	﹤0.01%	796
2019 Q4	$29K	Hold	445	–	–	﹤0.01%	825
2019 Q3	$24K	Hold	445	–	–	﹤0.01%	801
2019 Q2	$23K	Hold	445	–	–	﹤0.01%	807
2019 Q1	$24K	Hold	445	–	–	﹤0.01%	728
2018 Q4	$19K	Hold	445	–	–	﹤0.01%	719
2018 Q3	$17K	Buy	445 +265	+147%	+$10.9K	﹤0.01%	821
2018 Q2	$8K	Hold	180	–	–	﹤0.01%	1003
2018 Q1	$5K	Sell	180 -103	-36%	-$2.82K	﹤0.01%	1127
2017 Q4	$7K	Hold	283	–	–	﹤0.01%	905
2017 Q3	$7K	Buy	+283	New	+$6.14K	﹤0.01%	787

Other funds holding FIVN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

Valeo Financial Advisors's FIVN Position: Q2 2021 in Review

Valeo Financial Advisors sold out of FIVE9 (FIVN) in Q2 2021, closing a stake of 88 shares — an estimated $14K sold.

Valeo Financial Advisors first reported a position in FIVN in Q3 2017 and held it in 15 quarters. The position peaked at $61K in Q3 2020. 397 funds tracked by Wall St. Rank hold FIVN as of Q2 2021.

Valeo Financial Advisors reported no remaining FIVE9 position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 88 FIVE9 shares in Q2 2021, an estimated $14K.
Valeo Financial Advisors first reported a position in FIVE9 in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's FIVE9 position peaked at $61K in Q3 2020.
397 funds tracked by Wall St. Rank held FIVE9 as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.