Advisor Group’s LivePerson LPSN Stock Holding History

Advisor Group’s Portfolio LPSN Stock Details LPSN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$59K	Buy	105 +6	+6%	+$3.44K	﹤0.01%	3314
2019 Q3	$53K	Buy	99 +47	+90%	+$25K	﹤0.01%	3356
2019 Q2	$23K	Buy	52 +1	+2%	+$427	﹤0.01%	3897
2019 Q1	$22K	Buy	51 +24	+89%	+$8.99K	﹤0.01%	3931
2018 Q4	$8K	Sell	27 -1,274	-98%	-$393K	﹤0.01%	4315
2018 Q3	$506K	Buy	+1,301	New	+$480K	0.01%	1467
2018 Q1	–	Sell	-907	Closed	-$156K	–	5015
2017 Q4	$156K	Sell	907 -22	-2%	-$4.12K	﹤0.01%	2201
2017 Q3	$189K	Buy	+929	New	+$178K	﹤0.01%	1897

Other funds holding LPSN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Advisor Group's LPSN Position: Q4 2019 in Review

Advisor Group increased its LivePerson (LPSN) stake by 6.1% in Q4 2019, buying an estimated $3.44K and bringing the position to 105 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #3314.

Advisor Group first reported a position in LPSN in Q3 2017 and has held it in 8 quarters since. The position peaked at $506K in Q3 2018. 224 funds tracked by Wall St. Rank hold LPSN as of Q4 2019.

Advisor Group held 105 shares of LivePerson worth $59K as of Q4 2019.
Advisor Group bought 6 LivePerson shares in Q4 2019, an estimated $3.44K.
LivePerson made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3314 holding.
Advisor Group first reported a position in LivePerson in Q3 2017 and has held it in 8 quarters since.
Advisor Group's LivePerson position peaked at $506K in Q3 2018.
224 funds tracked by Wall St. Rank held LivePerson as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.