Vontobel Holding’s FIVE9 FIVN Stock Holding History

Vontobel Holding’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
2022 Q2	–	Sell	-16,041	Closed	-$1.77M	–	1061
2022 Q1	$1.77M	Sell	16,041 -907	-5%	-$106K	0.02%	454
2021 Q4	$2.37M	Buy	+16,948	New	+$2.51M	0.02%	407

Other funds holding FIVN

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

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

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

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

SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

Vontobel Holding's FIVN Position: Q2 2022 in Review

Vontobel Holding sold out of FIVE9 (FIVN) in Q2 2022, closing a stake of 16,041 shares — an estimated $1.77M sold.

Vontobel Holding first reported a position in FIVN in Q4 2021 and held it in 2 quarters. The position peaked at $2.37M in Q4 2021. 332 funds tracked by Wall St. Rank hold FIVN as of Q2 2022.

Vontobel Holding reported no remaining FIVE9 position as of Q2 2022 after selling out during the quarter.
Vontobel Holding sold 16,041 FIVE9 shares in Q2 2022, an estimated $1.77M.
Vontobel Holding first reported a position in FIVE9 in Q4 2021 and held it in 2 quarters.
Vontobel Holding's FIVE9 position peaked at $2.37M in Q4 2021.
332 funds tracked by Wall St. Rank held FIVE9 as of Q2 2022.

Based on Vontobel Holding's 13F filing for Q2 2022, filed 27 Jul 2022.