AWA
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Alta Wealth Advisors’s LivePerson LPSN Stock Holding History

Alta Wealth Advisors’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
2021
Q4 		– Sell
-879
Closed -$778K – 151
2021
Q3 		$778K Sell
879
-36
-4% -$34K 0.57% 59
2021
Q2 		$868K Sell
915
-16
-2% -$13.5K 0.64% 53
2021
Q1 		$737K Sell
931
-139
-13% -$129K 0.62% 62
2020
Q4 		$999K Buy
+1,070
New +$920K 0.84% 36

Other funds holding LPSN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

Alta Wealth Advisors's LPSN Position: Q4 2021 in Review

Alta Wealth Advisors sold out of LivePerson (LPSN) in Q4 2021, closing a stake of 879 shares — an estimated $778K sold.

Alta Wealth Advisors first reported a position in LPSN in Q4 2020 and held it in 4 quarters. The position peaked at $999K in Q4 2020. 234 funds tracked by Wall St. Rank hold LPSN as of Q4 2021.

  • Alta Wealth Advisors reported no remaining LivePerson position as of Q4 2021 after selling out during the quarter.
  • Alta Wealth Advisors sold 879 LivePerson shares in Q4 2021, an estimated $778K.
  • Alta Wealth Advisors first reported a position in LivePerson in Q4 2020 and held it in 4 quarters.
  • Alta Wealth Advisors's LivePerson position peaked at $999K in Q4 2020.
  • 234 funds tracked by Wall St. Rank held LivePerson as of Q4 2021.

Based on Alta Wealth Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.