Focus Partners Wealth
LPSN icon

Focus Partners Wealth’s LivePerson LPSN Stock Holding History

Focus Partners Wealth’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
Q3 		– Sell
-1,000
Closed -$12K – 1659
2024
Q2 		$12K Hold
1,000
– – ﹤0.01% 1225
2024
Q1 		$8K Buy
+1,000
New +$34.4K ﹤0.01% 981

Other funds holding LPSN

VCM
Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Focus Partners Wealth's LPSN Position: Q3 2024 in Review

Focus Partners Wealth sold out of LivePerson (LPSN) in Q3 2024, closing a stake of 1,000 shares — an estimated $12K sold.

Focus Partners Wealth first reported a position in LPSN in Q1 2024 and held it in 2 quarters. The position peaked at $12K in Q2 2024. 72 funds tracked by Wall St. Rank hold LPSN as of Q3 2024.

  • Focus Partners Wealth reported no remaining LivePerson position as of Q3 2024 after selling out during the quarter.
  • Focus Partners Wealth sold 1,000 LivePerson shares in Q3 2024, an estimated $12K.
  • Focus Partners Wealth first reported a position in LivePerson in Q1 2024 and held it in 2 quarters.
  • Focus Partners Wealth's LivePerson position peaked at $12K in Q2 2024.
  • 72 funds tracked by Wall St. Rank held LivePerson as of Q3 2024.

Based on Focus Partners Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.