Cerity Partners’s LivePerson LPSN Stock Holding History

Cerity Partners’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	-4	Closed	-$314K	–	1828
2023 Q1	$314K	Buy	+4	New	+$641	﹤0.01%	1513

Other funds holding LPSN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 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

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

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

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

Cerity Partners's LPSN Position: Q2 2023 in Review

Cerity Partners sold out of LivePerson (LPSN) in Q2 2023, closing a stake of 4 shares — an estimated $314K sold.

Cerity Partners first reported a position in LPSN in Q1 2023 and held it in 1 quarter. The position peaked at $314K in Q1 2023. 146 funds tracked by Wall St. Rank hold LPSN as of Q2 2023.

Cerity Partners reported no remaining LivePerson position as of Q2 2023 after selling out during the quarter.
Cerity Partners sold 4 LivePerson shares in Q2 2023, an estimated $314K.
Cerity Partners first reported a position in LivePerson in Q1 2023 and held it in 1 quarter.
Cerity Partners's LivePerson position peaked at $314K in Q1 2023.
146 funds tracked by Wall St. Rank held LivePerson as of Q2 2023.

Based on Cerity Partners's 13F filing for Q2 2023, filed 14 Aug 2023.