Freestone Capital Holdings’s LivePerson LPSN Stock Holding History

Freestone Capital Holdings’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
2021 Q4	–	Sell	-259	Closed	-$229K	–	521
2021 Q3	$229K	Hold	259	–	–	0.01%	387
2021 Q2	$245K	Hold	259	–	–	0.01%	369
2021 Q1	$205K	Buy	259 +219	+548%	+$203K	0.01%	377
2020 Q4	$37.3K	Hold	40	–	–	﹤0.01%	624
2020 Q3	$31.2K	Buy	+40	New	+$30K	﹤0.01%	566

Other funds holding LPSN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Freestone Capital Holdings's LPSN Position: Q4 2021 in Review

Freestone Capital Holdings sold out of LivePerson (LPSN) in Q4 2021, closing a stake of 259 shares — an estimated $229K sold.

Freestone Capital Holdings first reported a position in LPSN in Q3 2020 and held it in 5 quarters. The position peaked at $245K in Q2 2021. 234 funds tracked by Wall St. Rank hold LPSN as of Q4 2021.

Freestone Capital Holdings reported no remaining LivePerson position as of Q4 2021 after selling out during the quarter.
Freestone Capital Holdings sold 259 LivePerson shares in Q4 2021, an estimated $229K.
Freestone Capital Holdings first reported a position in LivePerson in Q3 2020 and held it in 5 quarters.
Freestone Capital Holdings's LivePerson position peaked at $245K in Q2 2021.
234 funds tracked by Wall St. Rank held LivePerson as of Q4 2021.

Based on Freestone Capital Holdings's 13F filing for Q4 2021, filed 14 Feb 2022.