Valliance Asset Management’s FIVE9 FIVN Stock Holding History

Valliance Asset Management’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	-6,200	Closed	-$488K	–	9
2023 Q4	$488K	Buy	+6,200	New	+$432K	17.25%	4

Other funds holding FIVN

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Valliance Asset Management's FIVN Position: Q1 2024 in Review

Valliance Asset Management sold out of FIVE9 (FIVN) in Q1 2024, closing a stake of 6,200 shares — an estimated $488K sold.

Valliance Asset Management first reported a position in FIVN in Q4 2023 and held it in 1 quarter. The position peaked at $488K in Q4 2023. 310 funds tracked by Wall St. Rank hold FIVN as of Q1 2024.

Valliance Asset Management reported no remaining FIVE9 position as of Q1 2024 after selling out during the quarter.
Valliance Asset Management sold 6,200 FIVE9 shares in Q1 2024, an estimated $488K.
Valliance Asset Management first reported a position in FIVE9 in Q4 2023 and held it in 1 quarter.
Valliance Asset Management's FIVE9 position peaked at $488K in Q4 2023.
310 funds tracked by Wall St. Rank held FIVE9 as of Q1 2024.

Based on Valliance Asset Management's 13F filing for Q1 2024, filed 7 May 2024.