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Wilbanks Smith & Thomas Asset Management’s FIVE9 FIVN Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-234
Closed -$10K – 687
2018
Q3 		$10K Buy
+234
New +$9.65K ﹤0.01% 1043

Other funds holding FIVN

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's FIVN Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of FIVE9 (FIVN) in Q4 2018, closing a stake of 234 shares — an estimated $10K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in FIVN in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 226 funds tracked by Wall St. Rank hold FIVN as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining FIVE9 position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 234 FIVE9 shares in Q4 2018, an estimated $10K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in FIVE9 in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's FIVE9 position peaked at $10K in Q3 2018.
  • 226 funds tracked by Wall St. Rank held FIVE9 as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.