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Carroll Financial Associates’s LivePerson LPSN Stock Holding History

Carroll Financial Associates’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
-14
Closed -$11K – 1594
2020
Q3 		$11K Hold
14
– – ﹤0.01% 1012
2020
Q2 		$8K Buy
+14
New +$6.52K ﹤0.01% 1085
2020
Q1 		– Sell
-64
Closed -$35K – 1568
2019
Q4 		$35K Buy
+64
New +$36.7K ﹤0.01% 743

Other funds holding LPSN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
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
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Carroll Financial Associates's LPSN Position: Q4 2020 in Review

Carroll Financial Associates sold out of LivePerson (LPSN) in Q4 2020, closing a stake of 14 shares — an estimated $11K sold.

Carroll Financial Associates first reported a position in LPSN in Q4 2019 and held it in 3 quarters. The position peaked at $35K in Q4 2019. 279 funds tracked by Wall St. Rank hold LPSN as of Q4 2020.

  • Carroll Financial Associates reported no remaining LivePerson position as of Q4 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 14 LivePerson shares in Q4 2020, an estimated $11K.
  • Carroll Financial Associates first reported a position in LivePerson in Q4 2019 and held it in 3 quarters.
  • Carroll Financial Associates's LivePerson position peaked at $35K in Q4 2019.
  • 279 funds tracked by Wall St. Rank held LivePerson as of Q4 2020.

Based on Carroll Financial Associates's 13F filing for Q4 2020, filed 8 Jan 2021.