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Westover Capital Advisors’s FIVE9 FIVN Stock Holding History

Westover Capital 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
2024
Q1 		– Sell
-3,902
Closed -$307K – 193
2023
Q4 		$307K Buy
3,902
+40
+1% +$2.79K 0.1% 138
2023
Q3 		$248K Sell
3,862
-263
-6% -$19.7K 0.09% 156
2023
Q2 		$340K Sell
4,125
-926
-18% -$62.2K 0.12% 128
2023
Q1 		$365K Sell
5,051
-70
-1% -$5.01K 0.14% 113
2022
Q4 		$348K Sell
5,121
-170
-3% -$10.7K 0.14% 108
2022
Q3 		$397K Sell
5,291
-240
-4% -$23.3K 0.15% 102
2022
Q2 		$504K Sell
5,531
-35
-0.6% -$3.54K 0.19% 96
2022
Q1 		$614K Sell
5,566
-395
-7% -$46K 0.19% 97
2021
Q4 		$819K Sell
5,961
-8,277
-58% -$1.22M 0.24% 84
2021
Q3 		$2.27M Sell
14,238
-413
-3% -$75.4K 0.71% 43
2021
Q2 		$2.69M Sell
14,651
-4,065
-22% -$701K 0.86% 34
2021
Q1 		$2.93M Sell
18,716
-4,629
-20% -$791K 1.01% 30
2020
Q4 		$4.07M Sell
23,345
-6,609
-22% -$1.01M 1.47% 26
2020
Q3 		$3.88M Sell
29,954
-6,035
-17% -$726K 1.59% 23
2020
Q2 		$3.98M Sell
35,989
-8,307
-19% -$809K 1.87% 15
2020
Q1 		$3.39M Sell
44,296
-2,948
-6% -$210K 1.83% 15
2019
Q4 		$3.1M Sell
47,244
-2,399
-5% -$147K 1.39% 22
2019
Q3 		$2.67M Sell
49,643
-5,719
-10% -$322K 1.26% 30
2019
Q2 		$2.84M Sell
55,362
-12,581
-19% -$639K 1.4% 27
2019
Q1 		$3.59M Sell
67,943
-3,510
-5% -$178K 1.86% 17
2018
Q4 		$3.12M Sell
71,453
-2,176
-3% -$87.5K 1.95% 15
2018
Q3 		$3.22M Buy
+73,629
New +$3.04M 1.63% 17

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Westover Capital Advisors's FIVN Position: Q1 2024 in Review

Westover Capital Advisors sold out of FIVE9 (FIVN) in Q1 2024, closing a stake of 3,902 shares — an estimated $307K sold.

Westover Capital Advisors first reported a position in FIVN in Q3 2018 and held it in 22 quarters. The position peaked at $4.07M in Q4 2020. 311 funds tracked by Wall St. Rank hold FIVN as of Q1 2024.

  • Westover Capital Advisors reported no remaining FIVE9 position as of Q1 2024 after selling out during the quarter.
  • Westover Capital Advisors sold 3,902 FIVE9 shares in Q1 2024, an estimated $307K.
  • Westover Capital Advisors first reported a position in FIVE9 in Q3 2018 and held it in 22 quarters.
  • Westover Capital Advisors's FIVE9 position peaked at $4.07M in Q4 2020.
  • 311 funds tracked by Wall St. Rank held FIVE9 as of Q1 2024.

Based on Westover Capital Advisors's 13F filing for Q1 2024, filed 3 May 2024.