Ladenburg Thalmann Financial Services’s LivePerson LPSN Stock Holding History

Ladenburg Thalmann Financial 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
2019 Q4	$52K	Sell	95 -19	-17%	-$10.9K	﹤0.01%	3502
2019 Q3	$61K	Buy	114 +44	+63%	+$23.4K	﹤0.01%	3293
2019 Q2	$29K	Buy	70 +51	+268%	+$21.8K	﹤0.01%	3825
2019 Q1	$8K	Buy	19 +6	+46%	+$2.25K	﹤0.01%	4469
2018 Q4	$4K	Sell	13 -899	-99%	-$277K	﹤0.01%	4678
2018 Q3	$355K	Buy	+912	New	+$336K	﹤0.01%	1868
2018 Q1	–	Sell	-337	Closed	-$58K	–	5153
2017 Q4	$58K	Hold	337	–	–	﹤0.01%	3120
2017 Q3	$69K	Buy	+337	New	+$64.7K	﹤0.01%	2855

Other funds holding LPSN

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

RGM Capital Naples, Florida $2.06B AUM 8.49% 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

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Ladenburg Thalmann Financial Services's LPSN Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its LivePerson (LPSN) stake by 17% in Q4 2019, selling an estimated $10.9K and leaving 95 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #3502.

Ladenburg Thalmann Financial Services first reported a position in LPSN in Q3 2017 and has held it in 8 quarters since. The position peaked at $355K in Q3 2018. 224 funds tracked by Wall St. Rank hold LPSN as of Q4 2019.

Ladenburg Thalmann Financial Services held 95 shares of LivePerson worth $52K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 19 LivePerson shares in Q4 2019, an estimated $10.9K.
LivePerson made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3502 holding.
Ladenburg Thalmann Financial Services first reported a position in LivePerson in Q3 2017 and has held it in 8 quarters since.
Ladenburg Thalmann Financial Services's LivePerson position peaked at $355K in Q3 2018.
224 funds tracked by Wall St. Rank held LivePerson as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.