MFG
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Magnus Financial Group’s LivePerson LPSN Stock Holding History

Magnus Financial Group’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
2020
Q3 		– Sell
-913
Closed -$568K – 491
2020
Q2 		$568K Buy
913
+26
+3% +$12.1K 0.06% 135
2020
Q1 		$303K Buy
887
+523
+144% +$254K 0.04% 272
2019
Q4 		$202K Buy
+364
New +$209K 0.03% 497

Other funds holding LPSN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Magnus Financial Group's LPSN Position: Q3 2020 in Review

Magnus Financial Group sold out of LivePerson (LPSN) in Q3 2020, closing a stake of 913 shares — an estimated $568K sold.

Magnus Financial Group first reported a position in LPSN in Q4 2019 and held it in 3 quarters. The position peaked at $568K in Q2 2020. 245 funds tracked by Wall St. Rank hold LPSN as of Q3 2020.

  • Magnus Financial Group reported no remaining LivePerson position as of Q3 2020 after selling out during the quarter.
  • Magnus Financial Group sold 913 LivePerson shares in Q3 2020, an estimated $568K.
  • Magnus Financial Group first reported a position in LivePerson in Q4 2019 and held it in 3 quarters.
  • Magnus Financial Group's LivePerson position peaked at $568K in Q2 2020.
  • 245 funds tracked by Wall St. Rank held LivePerson as of Q3 2020.

Based on Magnus Financial Group's 13F filing for Q3 2020, filed 5 Nov 2020.