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Wealthspire Advisors (New York)’s FIVE9 FIVN Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-600
Closed -$14.5K – 1676
2025
Q3 		$14.5K Buy
+600
New +$15.9K ﹤0.01% 1846
2021
Q2 		– Sell
-2,544
Closed -$398K – 483
2021
Q1 		$398K Buy
2,544
+90
+4% +$15.4K 0.01% 462
2020
Q4 		$428K Hold
2,454
– – 0.01% 335
2020
Q3 		$318K Hold
2,454
– – 0.02% 232
2020
Q2 		$272K Buy
+2,454
New +$239K 0.02% 220

Other funds holding FIVN

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.75B AUM 1.03% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Armistice Capital New York $3.03B AUM 36.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return