VWM
FIVN icon

Venturi Wealth Management’s FIVE9 FIVN Stock Holding History

Venturi Wealth 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
2025
Q1 		– Sell
-2,636
Closed -$107K – 1012
2024
Q4 		$107K Buy
2,636
+2,571
+3,955% +$92.7K 0.01% 744
2024
Q3 		$1.87K Hold
65
– – ﹤0.01% 1677
2024
Q2 		$2.87K Hold
65
– – ﹤0.01% 1319
2024
Q1 		$4.04K Hold
65
– – ﹤0.01% 1135
2023
Q4 		$5.12K Hold
65
– – ﹤0.01% 1023
2023
Q3 		$4.18K Hold
65
– – ﹤0.01% 1025
2023
Q2 		$5.36K Hold
65
– – ﹤0.01% 741
2023
Q1 		$4.7K Buy
+65
New +$4.65K ﹤0.01% 836

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return