First Trust Advisors
LPSN icon

First Trust Advisors’s LivePerson LPSN Stock Holding History

First Trust Advisors’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
Q3 		– Sell
-926
Closed -$196K – 2551
2022
Q2 		$196K Buy
+926
New +$260K ﹤0.01% 2391
2022
Q1 		– Sell
-2,572
Closed -$1.38M – 2561
2021
Q4 		$1.38M Sell
2,572
-1,593
-38% -$1.11M ﹤0.01% 1939
2021
Q3 		$3.68M Buy
4,165
+1,526
+58% +$1.44M ﹤0.01% 1504
2021
Q2 		$2.5M Sell
2,639
-2,434
-48% -$2.05M ﹤0.01% 1723
2021
Q1 		$4.01M Sell
5,073
-1,321
-21% -$1.22M ﹤0.01% 1371
2020
Q4 		$5.97M Buy
6,394
+2,695
+73% +$2.32M 0.01% 1025
2020
Q3 		$2.88M Buy
3,699
+2,660
+256% +$2M ﹤0.01% 1185
2020
Q2 		$646K Sell
1,039
-3,132
-75% -$1.46M ﹤0.01% 1925
2020
Q1 		$1.42M Sell
4,171
-1,397
-25% -$677K ﹤0.01% 1447
2019
Q4 		$3.09M Buy
5,568
+1,151
+26% +$661K 0.01% 1324
2019
Q3 		$2.37M Sell
4,417
-2,890
-40% -$1.53M ﹤0.01% 1441
2019
Q2 		$3.07M Buy
7,307
+3,447
+89% +$1.47M 0.01% 1327
2019
Q1 		$1.68M Sell
3,860
-6,053
-61% -$2.27M ﹤0.01% 1636
2018
Q4 		$2.81M Buy
+9,913
New +$3.06M 0.01% 1281
2015
Q3 		– Sell
-111,502
Closed -$16.4M – 2302
2015
Q2 		$16.4M Buy
111,502
+20,639
+23% +$3M 0.04% 523
2015
Q1 		$13.9M Buy
90,863
+3,414
+4% +$577K 0.04% 576
2014
Q4 		$18.5M Buy
87,449
+32,123
+58% +$6.6M 0.06% 430
2014
Q3 		$10.4M Sell
55,326
-21,297
-28% -$3.78M 0.04% 694
2014
Q2 		$11.7M Sell
76,623
-35,068
-31% -$5.24M 0.05% 595
2014
Q1 		$20.2M Buy
111,691
+21,662
+24% +$4.34M 0.09% 315
2013
Q4 		$20M Buy
90,029
+6,892
+8% +$1.14M 0.1% 277
2013
Q3 		$11.8M Buy
83,137
+17,904
+27% +$2.61M 0.06% 461
2013
Q2 		$8.76M Buy
+65,233
New +$10.5M 0.06% 502

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

First Trust Advisors's LPSN Position: Q3 2022 in Review

First Trust Advisors sold out of LivePerson (LPSN) in Q3 2022, closing a stake of 926 shares — an estimated $196K sold.

First Trust Advisors first reported a position in LPSN in Q2 2013 and held it in 23 quarters. The position peaked at $20.2M in Q1 2014. 183 funds tracked by Wall St. Rank hold LPSN as of Q3 2022.

  • First Trust Advisors reported no remaining LivePerson position as of Q3 2022 after selling out during the quarter.
  • First Trust Advisors sold 926 LivePerson shares in Q3 2022, an estimated $196K.
  • First Trust Advisors first reported a position in LivePerson in Q2 2013 and held it in 23 quarters.
  • First Trust Advisors's LivePerson position peaked at $20.2M in Q1 2014.
  • 183 funds tracked by Wall St. Rank held LivePerson as of Q3 2022.

Based on First Trust Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.