Wealthcare Advisory Partners’s FIVE9 FIVN Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-250	Closed	-$39K	–	986
2021 Q1	$39K	Buy	+250	New	+$42.7K	﹤0.01%	957
2020 Q2	–	Sell	-145	Closed	-$11K	–	675
2020 Q1	$11K	Sell	145 -100	-41%	-$7.13K	﹤0.01%	898
2019 Q4	$16K	Hold	245	–	–	﹤0.01%	824
2019 Q3	$13K	Buy	245 +45	+23%	+$2.53K	﹤0.01%	864
2019 Q2	$10K	Hold	200	–	–	﹤0.01%	898
2019 Q1	$11K	Buy	+200	New	+$10.2K	﹤0.01%	789

Other funds holding FIVN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

Wealthcare Advisory Partners's FIVN Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of FIVE9 (FIVN) in Q2 2021, closing a stake of 250 shares — an estimated $39K sold.

Wealthcare Advisory Partners first reported a position in FIVN in Q1 2019 and held it in 6 quarters. The position peaked at $39K in Q1 2021. 398 funds tracked by Wall St. Rank hold FIVN as of Q2 2021.

Wealthcare Advisory Partners reported no remaining FIVE9 position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 250 FIVE9 shares in Q2 2021, an estimated $39K.
Wealthcare Advisory Partners first reported a position in FIVE9 in Q1 2019 and held it in 6 quarters.
Wealthcare Advisory Partners's FIVE9 position peaked at $39K in Q1 2021.
398 funds tracked by Wall St. Rank held FIVE9 as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.