Juncture Wealth Strategies, LLC Five9, Inc. Transaction History

Juncture Wealth Strategies, LLC

$258 Million
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 08, 2024	SELL	$55.69 - $85.47 $33,246 - $51,025	-597 Reduced 9.38%	5,771 $454,000
Q3 2023 Oct 10, 2023	BUY	$63.31 - $87.94 $403,158 - $560,001	6,368 New	6,368 $409,000
Q2 2022 Jul 14, 2022	SELL	$82.23 - $119.09 $92,919 - $134,571	-1,130 Reduced 21.6%	4,101 $374,000
Q1 2022 Jul 14, 2022	SELL	$83.12 - $138.95 $162,832 - $272,203	-1,959 Reduced 27.25%	5,231 $578,000
Q4 2021 Jan 19, 2022	BUY	$128.25 - $167.26 $34,884 - $45,494	272 Added 3.93%	7,190 $987,000
Q3 2021 Oct 15, 2021	BUY	$158.23 - $209.7 $84,336 - $111,770	533 Added 8.35%	6,918 $1.11 Million
Q2 2021 Aug 13, 2021	SELL	$155.97 - $187.97 $41,020 - $49,436	-263 Reduced 3.96%	6,385 $1.24 Million
Q1 2021 Apr 15, 2021	SELL	$151.44 - $197.79 $35,436 - $46,282	-234 Reduced 3.4%	6,648 $1.01 Million
Q4 2020 Jan 25, 2021	SELL	$131.95 - $186.65 $109,386 - $154,732	-829 Reduced 10.75%	6,882 $1.2 Million
Q3 2020 Oct 15, 2020	BUY	$110.56 - $129.86 $8,734 - $10,258	79 Added 1.04%	7,711 $1 Million
Q2 2020 Jul 28, 2020	SELL	$73.74 - $110.67 $227,930 - $342,080	-3,091 Reduced 28.83%	7,632 $845,000
Q1 2020 Apr 21, 2020	SELL	$56.45 - $78.75 $71,296 - $99,461	-1,263 Reduced 10.54%	10,723 $820,000
Q4 2019 Feb 03, 2020	SELL	$51.98 - $69.07 $21,571 - $28,664	-415 Reduced 3.35%	11,986 $786,000
Q3 2019 Oct 10, 2019	SELL	$47.47 - $64.0 $21,361 - $28,800	-450 Reduced 3.5%	12,401 $666,000
Q2 2019 Jul 16, 2019	BUY	$46.9 - $54.93 $43,851 - $51,359	935 Added 7.85%	12,851 $659,000
Q1 2019 Apr 09, 2019	SELL	$40.98 - $56.49 $34,873 - $48,072	-851 Reduced 6.67%	11,916 $630,000
Q4 2018 Jan 17, 2019	BUY	$35.49 - $44.04 $453,100 - $562,258	12,767 New	12,767 $558,000

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

$346 Million
0.0% of portfolio
Pictet Asset Management Holding Sa Carouge, V8

6.78M
Shares

$261 Million
0.22% of portfolio
Alyeska Investment Group, L.P. Chicago, IL

4.4M
Shares

$169 Million
0.7% of portfolio
Black Rock Inc. New York, NY

4.22M
Shares

$162 Million
0.0% of portfolio
Pictet Asset Management Sa Geneva 73, V8

4.08M
Shares

$157 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 $2.7B
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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