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WealthBridge Capital Management’s FIVE9 FIVN Stock Holding History

WealthBridge Capital Management’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
2019
Q2 		– Sell
-148
Closed -$7K – 363
2019
Q1 		$7K Buy
+148
New +$7.52K ﹤0.01% 627

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WA
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SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WealthBridge Capital Management's FIVN Position: Q2 2019 in Review

WealthBridge Capital Management sold out of FIVE9 (FIVN) in Q2 2019, closing a stake of 148 shares — an estimated $7K sold.

WealthBridge Capital Management first reported a position in FIVN in Q1 2019 and held it in 1 quarter. The position peaked at $7K in Q1 2019. 249 funds tracked by Wall St. Rank hold FIVN as of Q2 2019.

  • WealthBridge Capital Management reported no remaining FIVE9 position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 148 FIVE9 shares in Q2 2019, an estimated $7K.
  • WealthBridge Capital Management first reported a position in FIVE9 in Q1 2019 and held it in 1 quarter.
  • WealthBridge Capital Management's FIVE9 position peaked at $7K in Q1 2019.
  • 249 funds tracked by Wall St. Rank held FIVE9 as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.