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Advisors Asset Management’s LivePerson LPSN Stock Holding History

Advisors Asset Management’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
2023
Q2 		– Sell
-82
Closed -$5.41K – 1444
2023
Q1 		$5.41K Sell
82
-114
-58% -$18.3K ﹤0.01% 1437
2022
Q4 		$29.9K Sell
196
-63
-24% -$10.1K ﹤0.01% 1395
2022
Q3 		$37K Sell
259
-23
-8% -$4.41K ﹤0.01% 1389
2022
Q2 		$60K Sell
282
-12
-4% -$3.38K ﹤0.01% 1349
2022
Q1 		$108K Buy
294
+112
+62% +$45.3K ﹤0.01% 1338
2021
Q4 		$97K Buy
182
+130
+250% +$90.2K ﹤0.01% 1381
2021
Q3 		$46K Buy
+52
New +$49.1K ﹤0.01% 1388
2021
Q2 		– Sell
-27
Closed -$22K – 1461
2021
Q1 		$22K Sell
27
-54
-67% -$50K ﹤0.01% 1455
2020
Q4 		$76K Sell
81
-3
-4% -$2.58K ﹤0.01% 1396
2020
Q3 		$65K Sell
84
-2
-2% -$1.5K ﹤0.01% 1376
2020
Q2 		$53K Buy
86
+7
+9% +$3.26K ﹤0.01% 1388
2020
Q1 		$27K Buy
79
+47
+147% +$22.8K ﹤0.01% 1365
2019
Q4 		$18K Buy
+32
New +$18.4K ﹤0.01% 1465

Other funds holding LPSN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisors Asset Management's LPSN Position: Q2 2023 in Review

Advisors Asset Management sold out of LivePerson (LPSN) in Q2 2023, closing a stake of 82 shares — an estimated $5.41K sold.

Advisors Asset Management first reported a position in LPSN in Q4 2019 and held it in 13 quarters. The position peaked at $108K in Q1 2022. 146 funds tracked by Wall St. Rank hold LPSN as of Q2 2023.

  • Advisors Asset Management reported no remaining LivePerson position as of Q2 2023 after selling out during the quarter.
  • Advisors Asset Management sold 82 LivePerson shares in Q2 2023, an estimated $5.41K.
  • Advisors Asset Management first reported a position in LivePerson in Q4 2019 and held it in 13 quarters.
  • Advisors Asset Management's LivePerson position peaked at $108K in Q1 2022.
  • 146 funds tracked by Wall St. Rank held LivePerson as of Q2 2023.

Based on Advisors Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.