WE
FIVN icon

Wealth Effects’s FIVE9 FIVN Stock Holding History

Wealth Effects’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
Q4 		– Sell
-2,880
Closed -$216K – 195
2022
Q3 		$216K Sell
2,880
-1,970
-41% -$191K 0.13% 153
2022
Q2 		$442K Sell
4,850
-300
-6% -$30.3K 0.27% 89
2022
Q1 		$569K Sell
5,150
-496
-9% -$57.7K 0.27% 77
2021
Q4 		$775K Buy
+5,646
New +$835K 0.32% 65

Other funds holding FIVN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Effects's FIVN Position: Q4 2022 in Review

Wealth Effects sold out of FIVE9 (FIVN) in Q4 2022, closing a stake of 2,880 shares — an estimated $216K sold.

Wealth Effects first reported a position in FIVN in Q4 2021 and held it in 4 quarters. The position peaked at $775K in Q4 2021. 326 funds tracked by Wall St. Rank hold FIVN as of Q4 2022.

  • Wealth Effects reported no remaining FIVE9 position as of Q4 2022 after selling out during the quarter.
  • Wealth Effects sold 2,880 FIVE9 shares in Q4 2022, an estimated $216K.
  • Wealth Effects first reported a position in FIVE9 in Q4 2021 and held it in 4 quarters.
  • Wealth Effects's FIVE9 position peaked at $775K in Q4 2021.
  • 326 funds tracked by Wall St. Rank held FIVE9 as of Q4 2022.

Based on Wealth Effects's 13F filing for Q4 2022, filed 2 Feb 2023.