Asset Dedication LLC’s LivePerson LPSN Stock Holding History

Asset Dedication LLC’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
2020 Q1	–	Sell	-2	Closed	-$1K	–	734
2019 Q4	$1K	Buy	+2	New	+$1.15K	﹤0.01%	728

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

GIM

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

GGHC

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

Asset Dedication LLC's LPSN Position: Q1 2020 in Review

Asset Dedication LLC sold out of LivePerson (LPSN) in Q1 2020, closing a stake of 2 shares — an estimated $1K sold.

Asset Dedication LLC first reported a position in LPSN in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 181 funds tracked by Wall St. Rank hold LPSN as of Q1 2020.

Asset Dedication LLC reported no remaining LivePerson position as of Q1 2020 after selling out during the quarter.
Asset Dedication LLC sold 2 LivePerson shares in Q1 2020, an estimated $1K.
Asset Dedication LLC first reported a position in LivePerson in Q4 2019 and held it in 1 quarter.
Asset Dedication LLC's LivePerson position peaked at $1K in Q4 2019.
181 funds tracked by Wall St. Rank held LivePerson as of Q1 2020.

Based on Asset Dedication LLC's 13F filing for Q1 2020, filed 5 May 2020.