VAIA
FIVN icon

Virtus Alternative Investment Advisers’s FIVE9 FIVN Stock Holding History

Virtus Alternative Investment 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
2021
Q1 		– Sell
-44
Closed -$8K – 83
2020
Q4 		$8K Sell
44
-43
-49% -$6.54K 0.12% 72
2020
Q3 		$11K Sell
87
-59
-40% -$7.09K 0.2% 137
2020
Q2 		$16K Buy
+146
New +$14.2K 0.25% 105

Other funds holding FIVN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Virtus Alternative Investment Advisers's FIVN Position: Q1 2021 in Review

Virtus Alternative Investment Advisers sold out of FIVE9 (FIVN) in Q1 2021, closing a stake of 44 shares — an estimated $8K sold.

Virtus Alternative Investment Advisers first reported a position in FIVN in Q2 2020 and held it in 3 quarters. The position peaked at $16K in Q2 2020. 390 funds tracked by Wall St. Rank hold FIVN as of Q1 2021.

  • Virtus Alternative Investment Advisers reported no remaining FIVE9 position as of Q1 2021 after selling out during the quarter.
  • Virtus Alternative Investment Advisers sold 44 FIVE9 shares in Q1 2021, an estimated $8K.
  • Virtus Alternative Investment Advisers first reported a position in FIVE9 in Q2 2020 and held it in 3 quarters.
  • Virtus Alternative Investment Advisers's FIVE9 position peaked at $16K in Q2 2020.
  • 390 funds tracked by Wall St. Rank held FIVE9 as of Q1 2021.

Based on Virtus Alternative Investment Advisers's 13F filing for Q1 2021.