Baird Financial Group
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Baird Financial Group’s LivePerson LPSN Stock Holding History

Baird Financial Group’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
2022
Q1 		– Sell
-543
Closed -$291K – 1885
2021
Q4 		$291K Buy
543
+13
+2% +$9.02K ﹤0.01% 1692
2021
Q3 		$469K Buy
+530
New +$500K ﹤0.01% 1489
2020
Q3 		– Sell
-531
Closed -$330K – 1538
2020
Q2 		$330K Buy
+531
New +$247K ﹤0.01% 1272

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
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Baird Financial Group's LPSN Position: Q1 2022 in Review

Baird Financial Group sold out of LivePerson (LPSN) in Q1 2022, closing a stake of 543 shares — an estimated $291K sold.

Baird Financial Group first reported a position in LPSN in Q2 2020 and held it in 3 quarters. The position peaked at $469K in Q3 2021. 212 funds tracked by Wall St. Rank hold LPSN as of Q1 2022.

  • Baird Financial Group reported no remaining LivePerson position as of Q1 2022 after selling out during the quarter.
  • Baird Financial Group sold 543 LivePerson shares in Q1 2022, an estimated $291K.
  • Baird Financial Group first reported a position in LivePerson in Q2 2020 and held it in 3 quarters.
  • Baird Financial Group's LivePerson position peaked at $469K in Q3 2021.
  • 212 funds tracked by Wall St. Rank held LivePerson as of Q1 2022.

Based on Baird Financial Group's 13F filing for Q1 2022, filed 13 May 2022.