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Belpointe Asset Management’s LivePerson LPSN Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-6
Closed -$388 – 2152
2023
Q1 		$388 Hold
6
– – ﹤0.01% 3616
2022
Q4 		$892 Buy
+6
New +$961 ﹤0.01% 3460

Other funds holding LPSN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Belpointe Asset Management's LPSN Position: Q2 2023 in Review

Belpointe Asset Management sold out of LivePerson (LPSN) in Q2 2023, closing a stake of 6 shares — an estimated $388 sold.

Belpointe Asset Management first reported a position in LPSN in Q4 2022 and held it in 2 quarters. The position peaked at $892 in Q4 2022. 146 funds tracked by Wall St. Rank hold LPSN as of Q2 2023.

  • Belpointe Asset Management reported no remaining LivePerson position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 6 LivePerson shares in Q2 2023, an estimated $388.
  • Belpointe Asset Management first reported a position in LivePerson in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's LivePerson position peaked at $892 in Q4 2022.
  • 146 funds tracked by Wall St. Rank held LivePerson as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.