BNC Wealth Management’s LivePerson LPSN Stock Holding History

BNC Wealth 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
2020 Q4	–	Sell	-4	Closed	-$3K	–	311
2020 Q3	$3K	Buy	+4	New	+$3K	﹤0.01%	425

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

GIM

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

BNC Wealth Management's LPSN Position: Q4 2020 in Review

BNC Wealth Management sold out of LivePerson (LPSN) in Q4 2020, closing a stake of 4 shares — an estimated $3K sold.

BNC Wealth Management first reported a position in LPSN in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 279 funds tracked by Wall St. Rank hold LPSN as of Q4 2020.

BNC Wealth Management reported no remaining LivePerson position as of Q4 2020 after selling out during the quarter.
BNC Wealth Management sold 4 LivePerson shares in Q4 2020, an estimated $3K.
BNC Wealth Management first reported a position in LivePerson in Q3 2020 and held it in 1 quarter.
BNC Wealth Management's LivePerson position peaked at $3K in Q3 2020.
279 funds tracked by Wall St. Rank held LivePerson as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.