Envestnet Asset Management
LPSN icon

Envestnet Asset Management’s LivePerson LPSN Stock Holding History

Envestnet 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
2022
Q2 		– Sell
-752
Closed -$275K – 4002
2022
Q1 		$275K Sell
752
-1,262
-63% -$510K ﹤0.01% 3501
2021
Q4 		$1.08M Sell
2,014
-764
-28% -$530K ﹤0.01% 2584
2021
Q3 		$2.46M Buy
2,778
+448
+19% +$423K ﹤0.01% 1958
2021
Q2 		$2.21M Buy
2,330
+230
+11% +$194K ﹤0.01% 1985
2021
Q1 		$1.66M Buy
2,100
+1,163
+124% +$1.08M ﹤0.01% 2060
2020
Q4 		$875K Sell
937
-111
-11% -$95.4K ﹤0.01% 2305
2020
Q3 		$818K Sell
1,048
-12
-1% -$9.01K ﹤0.01% 2141
2020
Q2 		$659K Buy
1,060
+87
+9% +$40.5K ﹤0.01% 2230
2020
Q1 		$332K Buy
973
+216
+29% +$105K ﹤0.01% 2504
2019
Q4 		$420K Buy
757
+62
+9% +$35.6K ﹤0.01% 2559
2019
Q3 		$372K Buy
695
+27
+4% +$14.3K ﹤0.01% 2531
2019
Q2 		$281K Buy
+668
New +$285K ﹤0.01% 2717
2013
Q4 		– Sell
-40
Closed -$6K – 2506
2013
Q3 		$6K Buy
+40
New +$5.84K ﹤0.01% 1869

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
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Envestnet Asset Management's LPSN Position: Q2 2022 in Review

Envestnet Asset Management sold out of LivePerson (LPSN) in Q2 2022, closing a stake of 752 shares — an estimated $275K sold.

Envestnet Asset Management first reported a position in LPSN in Q3 2013 and held it in 13 quarters. The position peaked at $2.46M in Q3 2021. 190 funds tracked by Wall St. Rank hold LPSN as of Q2 2022.

  • Envestnet Asset Management reported no remaining LivePerson position as of Q2 2022 after selling out during the quarter.
  • Envestnet Asset Management sold 752 LivePerson shares in Q2 2022, an estimated $275K.
  • Envestnet Asset Management first reported a position in LivePerson in Q3 2013 and held it in 13 quarters.
  • Envestnet Asset Management's LivePerson position peaked at $2.46M in Q3 2021.
  • 190 funds tracked by Wall St. Rank held LivePerson as of Q2 2022.

Based on Envestnet Asset Management's 13F filing for Q2 2022, filed 3 Aug 2022.