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Wipfli Financial Advisors’s FIVE9 FIVN Stock Holding History

Wipfli Financial 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 		$6K Buy
+84
New +$8.16K ﹤0.01% 2010

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
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

Wipfli Financial Advisors's FIVN Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in FIVE9 (FIVN) in Q3 2022: 84 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #2010 among its holdings.

335 funds tracked by Wall St. Rank hold FIVN as of Q3 2022.

  • Wipfli Financial Advisors held 84 shares of FIVE9 worth $6K as of Q3 2022.
  • FIVE9 was a new Wipfli Financial Advisors position in Q3 2022.
  • FIVE9 made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2010 holding.
  • 335 funds tracked by Wall St. Rank held FIVE9 as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.