YorkBridge Wealth Partners’s FIVE9 FIVN Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-179	Closed	-$9K	–	343
2019 Q2	$9K	Sell	179 -54	-23%	-$2.74K	﹤0.01%	582
2019 Q1	$12K	Sell	233 -285	-55%	-$14.5K	0.01%	545
2018 Q4	$23K	Hold	518	–	–	0.01%	427
2018 Q3	$22K	Sell	518 -259	-33%	-$10.7K	0.01%	500
2018 Q2	$27K	Buy	+777	New	+$25.2K	0.01%	452

Other funds holding FIVN

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

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

YorkBridge Wealth Partners's FIVN Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of FIVE9 (FIVN) in Q3 2019, closing a stake of 179 shares — an estimated $9K sold.

YorkBridge Wealth Partners first reported a position in FIVN in Q2 2018 and held it in 5 quarters. The position peaked at $27K in Q2 2018. 262 funds tracked by Wall St. Rank hold FIVN as of Q3 2019.

YorkBridge Wealth Partners reported no remaining FIVE9 position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 179 FIVE9 shares in Q3 2019, an estimated $9K.
YorkBridge Wealth Partners first reported a position in FIVE9 in Q2 2018 and held it in 5 quarters.
YorkBridge Wealth Partners's FIVE9 position peaked at $27K in Q2 2018.
262 funds tracked by Wall St. Rank held FIVE9 as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.