Allworth Financial LP Five9, Inc. Transaction History

Allworth Financial LP

$15.5 Billion
Q2 2024

A detailed history of Allworth Financial LP transactions in Five9, Inc. stock. As of the latest transaction made, Allworth Financial LP holds 569 shares of FIVN stock, worth $16,364. This represents 0.0% of its overall portfolio holdings.

Number of Shares

569

Holding current value

$16,364

% of portfolio

0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	BUY	$39.54 - $61.93 $22,498 - $35,238	569 New	569 $25,000
Q3 2023 Oct 31, 2023	BUY	$63.31 - $87.94 $949 - $1,319	15 Added 51.72%	44 $2,000
Q2 2023 Jul 18, 2023	SELL	$51.5 - $82.45 $11,484 - $18,386	-223 Reduced 88.49%	29 $2,000
Q1 2023 Apr 18, 2023	SELL	$60.41 - $85.61 $664 - $941	-11 Reduced 4.18%	252 $18,000
Q4 2022 Jan 13, 2023	BUY	$47.3 - $81.45 $11,493 - $19,792	243 Added 1215.0%	263 $0
Q3 2022 Oct 18, 2022	BUY	$74.98 - $118.02 $1,424 - $2,242	19 Added 1900.0%	20 $1,000
Q2 2022 Jul 13, 2022	SELL	$82.23 - $119.09 $164 - $238	-2 Reduced 66.67%	1 $0
Q1 2022 Apr 22, 2022	SELL	$83.12 - $138.95 $8,893 - $14,867	-107 Reduced 97.27%	3 $0
Q4 2021 Jan 21, 2022	BUY	$128.25 - $167.26 $14,107 - $18,398	110 New	110 $15,000

Others Institutions Holding FIVN

# of Institutions

349

Shares Held

74.3M

Call Options Held

3.77M

Put Options Held

265K

Vanguard Group Inc Valley Forge, PA

7.83M
Shares

$225 Million
0.01% of portfolio
Pictet Asset Management Holding Sa Carouge, V8

5.33M
Shares

$153 Million
0.27% of portfolio
Black Rock Inc. New York, NY

4.22M
Shares

$122 Million
0.0% of portfolio
Pictet Asset Management Sa Geneva 73, V8

4.08M
Shares

$117 Million
0.4% of portfolio
Wasatch Advisors Inc Salt Lake City, UT

3.77M
Shares

$108 Million
0.9% of portfolio

View Full List

About Five9, Inc.

Ticker FIVN
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 70,103,000
Market Cap $2.02B
Description
Five9, Inc., together with its subsidiaries, provides cloud software for contact centers in the United States and internationally. The company offers virtual contact center cloud platform that delivers a suite of applications, which enables the breadth of contact center-related customer service, sales, and marketing functions. Its solution enabl...

More about FIVN

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