WealthPLAN Partners’s FIVE9 FIVN Stock Holding History

WealthPLAN 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
2023 Q2	–	Sell	-25	Closed	-$1.81K	–	1310
2023 Q1	$1.81K	Buy	+25	New	+$1.79K	﹤0.01%	1145

Other funds holding FIVN

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

WealthPLAN Partners's FIVN Position: Q2 2023 in Review

WealthPLAN Partners sold out of FIVE9 (FIVN) in Q2 2023, closing a stake of 25 shares — an estimated $1.81K sold.

WealthPLAN Partners first reported a position in FIVN in Q1 2023 and held it in 1 quarter. The position peaked at $1.81K in Q1 2023. 336 funds tracked by Wall St. Rank hold FIVN as of Q2 2023.

WealthPLAN Partners reported no remaining FIVE9 position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 25 FIVE9 shares in Q2 2023, an estimated $1.81K.
WealthPLAN Partners first reported a position in FIVE9 in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's FIVE9 position peaked at $1.81K in Q1 2023.
336 funds tracked by Wall St. Rank held FIVE9 as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.