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Glassman Wealth Services’s LivePerson LPSN Stock Holding History

Glassman Wealth Services’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
Q4 		– Sell
-3
Closed – – 1996
2022
Q3 		$0 Buy
+3
New +$575 ﹤0.01% 1855
2022
Q2 		– Sell
-2
Closed -$563 – 1863
2022
Q1 		$1K Buy
+2
New +$808 ﹤0.01% 1437

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Glassman Wealth Services's LPSN Position: Q4 2022 in Review

Glassman Wealth Services sold out of LivePerson (LPSN) in Q4 2022, closing a stake of 3 shares.

Glassman Wealth Services first reported a position in LPSN in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 180 funds tracked by Wall St. Rank hold LPSN as of Q4 2022.

  • Glassman Wealth Services reported no remaining LivePerson position as of Q4 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 3 LivePerson shares in Q4 2022.
  • Glassman Wealth Services first reported a position in LivePerson in Q1 2022 and held it in 2 quarters.
  • Glassman Wealth Services's LivePerson position peaked at $1K in Q1 2022.
  • 180 funds tracked by Wall St. Rank held LivePerson as of Q4 2022.

Based on Glassman Wealth Services's 13F filing for Q4 2022, filed 6 Feb 2023.