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D.A. Davidson & Co’s LivePerson LPSN Stock Holding History

D.A. Davidson & Co’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
2021
Q4 		– Sell
-337
Closed -$298K – 1290
2021
Q3 		$298K Buy
337
+24
+8% +$22.7K ﹤0.01% 1016
2021
Q2 		$297K Buy
313
+19
+6% +$16K ﹤0.01% 999
2021
Q1 		$233K Buy
294
+24
+9% +$22.2K ﹤0.01% 1045
2020
Q4 		$252K Buy
+270
New +$232K ﹤0.01% 908
2020
Q1 		– Sell
-1,510
Closed -$838K – 1033
2019
Q4 		$838K Sell
1,510
-10
-0.7% -$5.74K 0.01% 551
2019
Q3 		$814K Buy
+1,520
New +$807K 0.01% 529
2018
Q4 		– Sell
-1,088
Closed -$424K – 1140
2018
Q3 		$424K Buy
+1,088
New +$401K 0.01% 774

Other funds holding LPSN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

D.A. Davidson & Co's LPSN Position: Q4 2021 in Review

D.A. Davidson & Co sold out of LivePerson (LPSN) in Q4 2021, closing a stake of 337 shares — an estimated $298K sold.

D.A. Davidson & Co first reported a position in LPSN in Q3 2018 and held it in 7 quarters. The position peaked at $838K in Q4 2019. 234 funds tracked by Wall St. Rank hold LPSN as of Q4 2021.

  • D.A. Davidson & Co reported no remaining LivePerson position as of Q4 2021 after selling out during the quarter.
  • D.A. Davidson & Co sold 337 LivePerson shares in Q4 2021, an estimated $298K.
  • D.A. Davidson & Co first reported a position in LivePerson in Q3 2018 and held it in 7 quarters.
  • D.A. Davidson & Co's LivePerson position peaked at $838K in Q4 2019.
  • 234 funds tracked by Wall St. Rank held LivePerson as of Q4 2021.

Based on D.A. Davidson & Co's 13F filing for Q4 2021, filed 31 Jan 2022.