Avion Wealth’s LivePerson LPSN Stock Holding History

Avion Wealth’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
2024 Q2	–	Sell	-33	Closed	-$1K	–	1127
2024 Q1	$1K	Buy	+33	New	+$1.14K	﹤0.01%	1001
2023 Q2	–	Sell	-6	Closed	–	–	912
2023 Q1	$0	Buy	+6	New	+$962	﹤0.01%	679

Other funds holding LPSN

VCM

Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return

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

Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return

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

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Avion Wealth's LPSN Position: Q2 2024 in Review

Avion Wealth sold out of LivePerson (LPSN) in Q2 2024, closing a stake of 33 shares — an estimated $1K sold.

Avion Wealth first reported a position in LPSN in Q1 2023 and held it in 2 quarters. The position peaked at $1K in Q1 2024. 91 funds tracked by Wall St. Rank hold LPSN as of Q2 2024.

Avion Wealth reported no remaining LivePerson position as of Q2 2024 after selling out during the quarter.
Avion Wealth sold 33 LivePerson shares in Q2 2024, an estimated $1K.
Avion Wealth first reported a position in LivePerson in Q1 2023 and held it in 2 quarters.
Avion Wealth's LivePerson position peaked at $1K in Q1 2024.
91 funds tracked by Wall St. Rank held LivePerson as of Q2 2024.

Based on Avion Wealth's 13F filing for Q2 2024, filed 26 Jul 2024.