West Paces Advisors’s FIVE9 FIVN Stock Holding History

West Paces Advisors’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
2022 Q3	–	Sell	-31	Closed	-$2.83K	–	540
2022 Q2	$2.83K	Hold	31	–	–	﹤0.01%	463
2022 Q1	$3.42K	Hold	31	–	–	﹤0.01%	447
2021 Q4	$4.26K	Buy	31 +3	+11%	+$444	﹤0.01%	445
2021 Q3	$4.47K	Hold	28	–	–	﹤0.01%	431
2021 Q2	$5.13K	Buy	+28	New	+$4.83K	﹤0.01%	431

Other funds holding FIVN

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PAMS

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

West Paces Advisors's FIVN Position: Q3 2022 in Review

West Paces Advisors sold out of FIVE9 (FIVN) in Q3 2022, closing a stake of 31 shares — an estimated $2.83K sold.

West Paces Advisors first reported a position in FIVN in Q2 2021 and held it in 5 quarters. The position peaked at $5.13K in Q2 2021. 335 funds tracked by Wall St. Rank hold FIVN as of Q3 2022.

West Paces Advisors reported no remaining FIVE9 position as of Q3 2022 after selling out during the quarter.
West Paces Advisors sold 31 FIVE9 shares in Q3 2022, an estimated $2.83K.
West Paces Advisors first reported a position in FIVE9 in Q2 2021 and held it in 5 quarters.
West Paces Advisors's FIVE9 position peaked at $5.13K in Q2 2021.
335 funds tracked by Wall St. Rank held FIVE9 as of Q3 2022.

Based on West Paces Advisors's 13F filing for Q3 2022, filed 19 Dec 2023.