A detailed history of Schechter Investment Advisors, LLC transactions in Five9, Inc. stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 5,534 shares of FIVN stock, worth $166,296. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,534
Previous 6,584 15.95%
Holding current value
$166,296
Previous $408,000 40.2%
% of portfolio
0.02%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$39.54 - $61.93 $41,517 - $65,026
-1,050 Reduced 15.95%
5,534 $244,000
Q1 2024

May 06, 2024

BUY
$56.88 - $79.79 $26,790 - $37,581
471 Added 7.7%
6,584 $408,000
Q4 2023

Jan 17, 2024

SELL
$55.69 - $85.47 $11,472 - $17,606
-206 Reduced 3.26%
6,113 $481,000
Q3 2023

Nov 06, 2023

BUY
$63.31 - $87.94 $17,283 - $24,007
273 Added 4.52%
6,319 $406,000
Q1 2023

Apr 28, 2023

BUY
$60.41 - $85.61 $74,787 - $105,985
1,238 Added 25.75%
6,046 $437,000
Q3 2022

Nov 04, 2022

SELL
$74.98 - $118.02 $13,496 - $21,243
-180 Reduced 3.61%
4,808 $361,000
Q2 2022

Nov 03, 2022

BUY
$82.23 - $119.09 $410,163 - $594,020
4,988 New
4,988 $454,000
Q4 2021

Dec 27, 2022

BUY
$128.25 - $167.26 $86,312 - $112,565
673 Added 14.0%
5,481 $753,000

Others Institutions Holding FIVN

About Five9, Inc.


  • Ticker FIVN
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 70,103,000
  • Market Cap $2.11B
  • 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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