FPS
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Fieldpoint Private Securities’s LivePerson LPSN Stock Holding History

Fieldpoint Private Securities’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
-2
Closed -$1K – 1617
2022
Q1 		$1K Sell
2
-2
-50% -$808 ﹤0.01% 1584
2021
Q4 		$2K Sell
4
-3
-43% -$2.08K ﹤0.01% 1483
2021
Q3 		$6K Buy
7
+3
+75% +$2.83K ﹤0.01% 1210
2021
Q2 		$4K Hold
4
– – ﹤0.01% 1269
2021
Q1 		$3K Sell
4
-1
-20% -$926 ﹤0.01% 1319
2020
Q4 		$4K Buy
+5
New +$4.3K ﹤0.01% 1182

Other funds holding LPSN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fieldpoint Private Securities's LPSN Position: Q2 2022 in Review

Fieldpoint Private Securities sold out of LivePerson (LPSN) in Q2 2022, closing a stake of 2 shares — an estimated $1K sold.

Fieldpoint Private Securities first reported a position in LPSN in Q4 2020 and held it in 6 quarters. The position peaked at $6K in Q3 2021. 189 funds tracked by Wall St. Rank hold LPSN as of Q2 2022.

  • Fieldpoint Private Securities reported no remaining LivePerson position as of Q2 2022 after selling out during the quarter.
  • Fieldpoint Private Securities sold 2 LivePerson shares in Q2 2022, an estimated $1K.
  • Fieldpoint Private Securities first reported a position in LivePerson in Q4 2020 and held it in 6 quarters.
  • Fieldpoint Private Securities's LivePerson position peaked at $6K in Q3 2021.
  • 189 funds tracked by Wall St. Rank held LivePerson as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.