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Valley National Advisers’s FIVE9 FIVN Stock Holding History

Valley National Advisers’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
Q1 		– Sell
-30
Closed -$2K – 1235
2023
Q4 		$2K Buy
30
+20
+200% +$1.39K ﹤0.01% 938
2023
Q3 		$1K Buy
+10
New +$748 ﹤0.01% 931

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Valley National Advisers's FIVN Position: Q1 2024 in Review

Valley National Advisers sold out of FIVE9 (FIVN) in Q1 2024, closing a stake of 30 shares — an estimated $2K sold.

Valley National Advisers first reported a position in FIVN in Q3 2023 and held it in 2 quarters. The position peaked at $2K in Q4 2023. 310 funds tracked by Wall St. Rank hold FIVN as of Q1 2024.

  • Valley National Advisers reported no remaining FIVE9 position as of Q1 2024 after selling out during the quarter.
  • Valley National Advisers sold 30 FIVE9 shares in Q1 2024, an estimated $2K.
  • Valley National Advisers first reported a position in FIVE9 in Q3 2023 and held it in 2 quarters.
  • Valley National Advisers's FIVE9 position peaked at $2K in Q4 2023.
  • 310 funds tracked by Wall St. Rank held FIVE9 as of Q1 2024.

Based on Valley National Advisers's 13F filing for Q1 2024, filed 19 Apr 2024.