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Wealthspire Advisors (Maryland)’s FIVE9 FIVN Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$318K Buy
+2,454
New +$295K 0.01% 335
2019
Q2 		– Sell
-185
Closed -$10K – 996
2019
Q1 		$10K Hold
185
– – ﹤0.01% 1531
2018
Q4 		$8K Buy
+185
New +$7.44K ﹤0.01% 1548
2018
Q3 		– Sell
-10
Closed – – 2418
2018
Q2 		$0 Hold
10
– – ﹤0.01% 2476
2018
Q1 		$0 Hold
10
– – ﹤0.01% 2534
2017
Q4 		$0 Buy
+10
New +$247 ﹤0.01% 2466
2017
Q3 		– Sell
-200
Closed -$4K – 2315
2017
Q2 		$4K Buy
+200
New +$4.1K ﹤0.01% 1819

Other funds holding FIVN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
WA
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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FIVN Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in FIVE9 (FIVN) in Q3 2020: 2,454 shares worth $318K. The stake represents 0.01% of the portfolio and ranks #335 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in FIVN as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in FIVN in Q2 2017 and has held it in 7 quarters since. 361 funds tracked by Wall St. Rank hold FIVN as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 2,454 shares of FIVE9 worth $318K as of Q3 2020.
  • FIVE9 was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • FIVE9 made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #335 holding.
  • Wealthspire Advisors (Maryland) first reported a position in FIVE9 in Q2 2017 and has held it in 7 quarters since.
  • 361 funds tracked by Wall St. Rank held FIVE9 as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.