Ifp Advisors, Inc Five9, Inc. Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 04, 2023	BUY	$51.5 - $82.45 $3,862 - $6,183	75 Added 300.0%	100 $8,000
Q1 2023 Apr 18, 2023	SELL	$60.41 - $85.61 $2,235 - $3,167	-37 Reduced 59.68%	25 $1,000
Q4 2022 Feb 07, 2023	SELL	$47.3 - $81.45 $3,405 - $5,864	-72 Reduced 53.73%	62 $6,000
Q3 2022 Nov 08, 2022	BUY	$74.98 - $118.02 $299 - $472	4 Added 3.08%	134 $14,000
Q2 2022 Sep 06, 2022	BUY	$82.23 - $119.09 $10,689 - $15,481	130 New	130 $13,000
Q2 2022 Aug 12, 2022	SELL	$82.23 - $119.09 $10,689 - $15,481	-130 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$83.12 - $138.95 $9,226 - $15,423	111 Added 584.21%	130 $14,000
Q1 2022 Aug 08, 2022	BUY	$83.12 - $138.95 $831 - $1,389	10 Added 111.11%	19 $2,000
Q4 2021 Jan 12, 2022	BUY	$128.25 - $167.26 $1,154 - $1,505	9 New	9 $1,000
Q3 2021 Oct 06, 2021	SELL	$158.23 - $209.7 $158 - $209	-1 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$155.97 - $187.97 $155 - $187	1 New	1 $0
Q1 2021 Apr 30, 2021	BUY	$151.44 - $197.79 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	SELL	$131.95 - $186.65 $5,409 - $7,652	-41 Closed	0 $0
Q3 2020 Oct 29, 2020	SELL	$110.56 - $129.86 $773 - $909	-7 Reduced 14.58%	41 $5,000
Q2 2020 Aug 05, 2020	SELL	$73.74 - $110.67 $442 - $664	-6 Reduced 11.11%	48 $6,000
Q1 2020 May 12, 2020	BUY	$56.45 - $78.75 $338 - $472	6 Added 12.5%	54 $4,000
Q4 2019 Jan 17, 2020	SELL	$51.98 - $69.07 $155 - $207	-3 Reduced 5.88%	48 $3,000
Q3 2019 Nov 07, 2019	BUY	$47.47 - $64.0 $2,420 - $3,264	51 New	51 $3,000
Q1 2019 May 15, 2019	SELL	$40.98 - $56.49 $4,753 - $6,552	-116 Closed	0 $0
Q3 2018 Oct 25, 2018	SELL	$31.9 - $48.47 $1,595 - $2,423	-50 Reduced 30.12%	116 $0
Q2 2018 Aug 07, 2018	BUY	$27.21 - $39.01 $4,516 - $6,475	166 New	166 $0

Others Institutions Holding FIVN

# of Institutions

324

Shares Held

75.3M

Call Options Held

4.38M

Put Options Held

1.08M

Vanguard Group Inc Valley Forge, PA

9.01M
Shares

$363 Million
0.0% of portfolio
Pictet Asset Management Holding Sa Carouge, V8

6.78M
Shares

$273 Million
0.22% of portfolio
Alyeska Investment Group, L.P. Chicago, IL

4.4M
Shares

$177 Million
0.7% of portfolio
Black Rock Inc. New York, NY

4.22M
Shares

$170 Million
0.0% of portfolio
Pictet Asset Management Sa Geneva 73, V8

4.08M
Shares

$164 Million
0.4% of portfolio

View Full List

About Five9, Inc.

Ticker FIVN
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 70,103,000
Market Cap $2.83B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account