Blue Trust Inc’s LivePerson LPSN Stock Holding History

Blue Trust Inc’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 Q3	–	Sell	-3	Closed	–	–	2186
2023 Q2	$0	Hold	3	–	–	﹤0.01%	2318
2023 Q1	$1K	Buy	3 +1	+50%	+$160	﹤0.01%	2171
2022 Q4	$0	Sell	2 -13	-87%	-$2.08K	﹤0.01%	2367
2022 Q3	$3K	Hold	15	–	–	﹤0.01%	1697
2022 Q2	$5K	Buy	+15	New	+$4.22K	﹤0.01%	1439

Other funds holding LPSN

BlackRock New York $5.72T AUM 30.48% 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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blue Trust Inc's LPSN Position: Q3 2023 in Review

Blue Trust Inc sold out of LivePerson (LPSN) in Q3 2023, closing a stake of 3 shares.

Blue Trust Inc first reported a position in LPSN in Q2 2022 and held it in 5 quarters. The position peaked at $5K in Q2 2022. 136 funds tracked by Wall St. Rank hold LPSN as of Q3 2023.

Blue Trust Inc reported no remaining LivePerson position as of Q3 2023 after selling out during the quarter.
Blue Trust Inc sold 3 LivePerson shares in Q3 2023.
Blue Trust Inc first reported a position in LivePerson in Q2 2022 and held it in 5 quarters.
Blue Trust Inc's LivePerson position peaked at $5K in Q2 2022.
136 funds tracked by Wall St. Rank held LivePerson as of Q3 2023.

Based on Blue Trust Inc's 13F filing for Q3 2023, filed 11 Oct 2023.