WAM
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Wakefield Asset Management’s FIVE9 FIVN Stock Holding History

Wakefield Asset Management’s Portfolio FIVN Stock Details FIVN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$901K Sell
34,025
-557
-2% -$14.7K 0.25% 134
2025
Q1 		$939K Buy
+34,582
New +$939K 0.28% 121