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Fortis Advisors’s LivePerson LPSN Stock Holding History

Fortis 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
2018
Q4 		– Sell
-353
Closed -$137K – 317
2018
Q3 		$137K Buy
+353
New +$130K 0.08% 116
2018
Q1 		– Sell
-607
Closed -$105K – 314
2017
Q4 		$105K Buy
607
+38
+7% +$7.11K 0.06% 131
2017
Q3 		$116K Buy
+569
New +$109K 0.08% 101

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fortis Advisors's LPSN Position: Q4 2018 in Review

Fortis Advisors sold out of LivePerson (LPSN) in Q4 2018, closing a stake of 353 shares — an estimated $137K sold.

Fortis Advisors first reported a position in LPSN in Q3 2017 and held it in 3 quarters. The position peaked at $137K in Q3 2018. 173 funds tracked by Wall St. Rank hold LPSN as of Q4 2018.

  • Fortis Advisors reported no remaining LivePerson position as of Q4 2018 after selling out during the quarter.
  • Fortis Advisors sold 353 LivePerson shares in Q4 2018, an estimated $137K.
  • Fortis Advisors first reported a position in LivePerson in Q3 2017 and held it in 3 quarters.
  • Fortis Advisors's LivePerson position peaked at $137K in Q3 2018.
  • 173 funds tracked by Wall St. Rank held LivePerson as of Q4 2018.

Based on Fortis Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.