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Financial Gravity Asset Management’s LivePerson LPSN Stock Holding History

Financial Gravity 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
2023
Q1 		– Sell
-1
Closed -$195 – 1431
2022
Q4 		$195 Buy
+1
New +$160 ﹤0.01% 953
2021
Q1 		– Hold
0
– – – 713
2019
Q2 		– Sell
-1
Closed – – 1484
2019
Q1 		$0 Buy
+1
New +$375 ﹤0.01% 1443

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Financial Gravity Asset Management's LPSN Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of LivePerson (LPSN) in Q1 2023, closing a stake of 1 share — an estimated $195 sold.

Financial Gravity Asset Management first reported a position in LPSN in Q1 2019 and held it in 2 quarters. The position peaked at $195 in Q4 2022. 160 funds tracked by Wall St. Rank hold LPSN as of Q1 2023.

  • Financial Gravity Asset Management reported no remaining LivePerson position as of Q1 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1 LivePerson share in Q1 2023, an estimated $195.
  • Financial Gravity Asset Management first reported a position in LivePerson in Q1 2019 and held it in 2 quarters.
  • Financial Gravity Asset Management's LivePerson position peaked at $195 in Q4 2022.
  • 160 funds tracked by Wall St. Rank held LivePerson as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.