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Arkadios Wealth Advisors’s LivePerson LPSN Stock Holding History

Arkadios 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
-1
Closed – – 1264
2021
Q3 		$0 Hold
1
– – ﹤0.01% 1968
2021
Q2 		$0 Hold
1
– – ﹤0.01% 1996
2021
Q1 		$0 Hold
1
– – ﹤0.01% 1700
2020
Q4 		$0 Buy
+1
New +$860 ﹤0.01% 1423
2020
Q1 		– Hold
0
– -$180 – 1255
2019
Q4 		– Hold
0
– – – 970

Other funds holding LPSN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

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

Arkadios Wealth Advisors sold out of LivePerson (LPSN) in Q4 2021, closing a stake of 1 share.

Arkadios Wealth Advisors first reported a position in LPSN in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q3 2021. 234 funds tracked by Wall St. Rank hold LPSN as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining LivePerson position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1 LivePerson share in Q4 2021.
  • Arkadios Wealth Advisors first reported a position in LivePerson in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's LivePerson position peaked at $0 in Q3 2021.
  • 234 funds tracked by Wall St. Rank held LivePerson as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.