Cresset Asset Management’s LivePerson LPSN Stock Holding History

Cresset Asset 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
2024 Q3	–	Sell	-814	Closed	-$7.09K	–	2218
2024 Q2	$7.09K	Sell	814 -3,543	-81%	-$34K	﹤0.01%	2093
2024 Q1	$65.2K	Buy	4,357 +1,080	+33%	+$37.1K	﹤0.01%	1853
2023 Q4	$186K	Buy	3,277 +205	+7%	+$9.44K	﹤0.01%	1708
2023 Q3	$179K	Buy	3,072 +74	+2%	+$4.87K	﹤0.01%	1649
2023 Q2	$203K	Buy	+2,998	New	+$195K	﹤0.01%	1732
2022 Q1	–	Sell	-490	Closed	-$263K	–	1077
2021 Q4	$263K	Buy	490 +231	+89%	+$160K	﹤0.01%	932
2021 Q3	$229K	Sell	259 -5	-2%	-$4.72K	﹤0.01%	969
2021 Q2	$251K	Buy	+264	New	+$222K	﹤0.01%	857
2019 Q2	–	Sell	-9	Closed	-$4K	–	1146
2019 Q1	$4K	Hold	9	–	–	﹤0.01%	1425
2018 Q4	$2K	Buy	+9	New	+$2.77K	﹤0.01%	1333

Other funds holding LPSN

VCM

Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Cresset Asset Management's LPSN Position: Q3 2024 in Review

Cresset Asset Management sold out of LivePerson (LPSN) in Q3 2024, closing a stake of 814 shares — an estimated $7.09K sold.

Cresset Asset Management first reported a position in LPSN in Q4 2018 and held it in 10 quarters. The position peaked at $263K in Q4 2021. 72 funds tracked by Wall St. Rank hold LPSN as of Q3 2024.

Cresset Asset Management reported no remaining LivePerson position as of Q3 2024 after selling out during the quarter.
Cresset Asset Management sold 814 LivePerson shares in Q3 2024, an estimated $7.09K.
Cresset Asset Management first reported a position in LivePerson in Q4 2018 and held it in 10 quarters.
Cresset Asset Management's LivePerson position peaked at $263K in Q4 2021.
72 funds tracked by Wall St. Rank held LivePerson as of Q3 2024.

Based on Cresset Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.