A detailed history of Icon Wealth Partners, LLC transactions in Five9, Inc. stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 1,859 shares of FIVN stock, worth $79,249. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,859
Previous 3,224 42.34%
Holding current value
$79,249
Previous $265,000 55.09%
% of portfolio
0.01%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023

SELL
$63.31 - $87.94 $86,418 - $120,038
-1,365 Reduced 42.34%
1,859 $119,000
Q2 2023

Aug 03, 2023

SELL
$51.5 - $82.45 $23,587 - $37,762
-458 Reduced 12.44%
3,224 $265,000
Q1 2023

May 11, 2023

SELL
$60.41 - $85.61 $39,931 - $56,588
-661 Reduced 15.22%
3,682 $266,000
Q2 2022

Jul 19, 2022

SELL
$82.23 - $119.09 $73,020 - $105,751
-888 Reduced 16.98%
4,343 $396,000
Q1 2022

Apr 19, 2022

BUY
$83.12 - $138.95 $41,144 - $68,780
495 Added 10.45%
5,231 $578,000
Q4 2021

Jan 19, 2022

BUY
$128.25 - $167.26 $607,392 - $792,143
4,736 New
4,736 $650,000

Others Institutions Holding FIVN

About Five9, Inc.


  • Ticker FIVN
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 70,103,000
  • Market Cap $2.99B
  • 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
Track This Portfolio

Track Icon Wealth Partners, LLC Portfolio

Follow Icon Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Icon Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Partners, LLC with notifications on news.