Financial Perspectives’s LivePerson LPSN Stock Holding History

Financial Perspectives’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 Q1	–	Sell	-5	Closed	-$281	–	686
2023 Q4	$281	Hold	5	–	–	﹤0.01%	668
2023 Q3	$289	Hold	5	–	–	﹤0.01%	675
2023 Q2	$335	Hold	5	–	–	﹤0.01%	657
2023 Q1	$327	Hold	5	–	–	﹤0.01%	652
2022 Q4	$752	Hold	5	–	–	﹤0.01%	631
2022 Q3	$699	Hold	5	–	–	﹤0.01%	642
2022 Q2	$1.05K	Hold	5	–	–	﹤0.01%	628
2022 Q1	$1.81K	Hold	5	–	–	﹤0.01%	616
2021 Q4	$2.65K	Hold	5	–	–	﹤0.01%	559
2021 Q3	$4.37K	Hold	5	–	–	﹤0.01%	534
2021 Q2	$4.69K	Sell	5 -256	-98%	-$216K	﹤0.01%	549
2021 Q1	$74K	Buy	261 +256	+5,120%	+$237K	﹤0.01%	532
2020 Q4	$4.62K	Hold	5	–	–	﹤0.01%	485
2020 Q3	$3.86K	Hold	5	–	–	﹤0.01%	450
2020 Q2	$3.07K	Buy	+5	New	+$2.33K	﹤0.01%	454

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

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

ACM

Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return

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

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

AIC

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Perspectives's LPSN Position: Q1 2024 in Review

Financial Perspectives sold out of LivePerson (LPSN) in Q1 2024, closing a stake of 5 shares — an estimated $281 sold.

Financial Perspectives first reported a position in LPSN in Q2 2020 and held it in 15 quarters. The position peaked at $74K in Q1 2021. 105 funds tracked by Wall St. Rank hold LPSN as of Q1 2024.

Financial Perspectives reported no remaining LivePerson position as of Q1 2024 after selling out during the quarter.
Financial Perspectives sold 5 LivePerson shares in Q1 2024, an estimated $281.
Financial Perspectives first reported a position in LivePerson in Q2 2020 and held it in 15 quarters.
Financial Perspectives's LivePerson position peaked at $74K in Q1 2021.
105 funds tracked by Wall St. Rank held LivePerson as of Q1 2024.

Based on Financial Perspectives's 13F filing for Q1 2024, filed 19 Apr 2024.