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Institutional & Family Asset Management’s LivePerson LPSN Stock Holding History

Institutional & Family Asset Management’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
-4
Closed -$4K – 866
2021
Q3 		$4K Buy
+4
New +$3.77K ﹤0.01% 706

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
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

Institutional & Family Asset Management's LPSN Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of LivePerson (LPSN) in Q4 2021, closing a stake of 4 shares — an estimated $4K sold.

Institutional & Family Asset Management first reported a position in LPSN in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 234 funds tracked by Wall St. Rank hold LPSN as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining LivePerson position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 4 LivePerson shares in Q4 2021, an estimated $4K.
  • Institutional & Family Asset Management first reported a position in LivePerson in Q3 2021 and held it in 1 quarter.
  • Institutional & Family Asset Management's LivePerson position peaked at $4K in Q3 2021.
  • 234 funds tracked by Wall St. Rank held LivePerson as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.