Capital Advisors Ltd’s LivePerson LPSN Stock Holding History

Capital Advisors Ltd’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 Q1	–	Sell	-10	Closed	-$2K	–	1401
2022 Q4	$2K	Buy	10 +9	+900%	+$1.44K	﹤0.01%	872
2022 Q3	$0	Hold	1	–	–	﹤0.01%	1388
2022 Q2	$0	Buy	+1	New	+$281	﹤0.01%	1181

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

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

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

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

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Capital Advisors Ltd's LPSN Position: Q1 2023 in Review

Capital Advisors Ltd sold out of LivePerson (LPSN) in Q1 2023, closing a stake of 10 shares — an estimated $2K sold.

Capital Advisors Ltd first reported a position in LPSN in Q2 2022 and held it in 3 quarters. The position peaked at $2K in Q4 2022. 160 funds tracked by Wall St. Rank hold LPSN as of Q1 2023.

Capital Advisors Ltd reported no remaining LivePerson position as of Q1 2023 after selling out during the quarter.
Capital Advisors Ltd sold 10 LivePerson shares in Q1 2023, an estimated $2K.
Capital Advisors Ltd first reported a position in LivePerson in Q2 2022 and held it in 3 quarters.
Capital Advisors Ltd's LivePerson position peaked at $2K in Q4 2022.
160 funds tracked by Wall St. Rank held LivePerson as of Q1 2023.

Based on Capital Advisors Ltd's 13F filing for Q1 2023, filed 3 May 2023.