Wealth Alliance’s FIVE9 FIVN Stock Holding History

Wealth Alliance’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	-1,467	Closed	-$256K	–	395
2020 Q4	$256K	Buy	+1,467	New	+$223K	0.08%	313

Other funds holding FIVN

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

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

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Wealth Alliance's FIVN Position: Q1 2021 in Review

Wealth Alliance sold out of FIVE9 (FIVN) in Q1 2021, closing a stake of 1,467 shares — an estimated $256K sold.

Wealth Alliance first reported a position in FIVN in Q4 2020 and held it in 1 quarter. The position peaked at $256K in Q4 2020. 390 funds tracked by Wall St. Rank hold FIVN as of Q1 2021.

Wealth Alliance reported no remaining FIVE9 position as of Q1 2021 after selling out during the quarter.
Wealth Alliance sold 1,467 FIVE9 shares in Q1 2021, an estimated $256K.
Wealth Alliance first reported a position in FIVE9 in Q4 2020 and held it in 1 quarter.
Wealth Alliance's FIVE9 position peaked at $256K in Q4 2020.
390 funds tracked by Wall St. Rank held FIVE9 as of Q1 2021.

Based on Wealth Alliance's 13F filing for Q1 2021, filed 18 May 2021.