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Milestone Investment Advisors’s LivePerson LPSN Stock Holding History

Milestone Investment Advisors’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
2023
Q4 		– Sell
-294
Closed -$17.2K – 296
2023
Q3 		$17.2K Buy
+294
New +$19.4K ﹤0.01% 266

Other funds holding LPSN

VCM
Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return

Milestone Investment Advisors's LPSN Position: Q4 2023 in Review

Milestone Investment Advisors sold out of LivePerson (LPSN) in Q4 2023, closing a stake of 294 shares — an estimated $17.2K sold.

Milestone Investment Advisors first reported a position in LPSN in Q3 2023 and held it in 1 quarter. The position peaked at $17.2K in Q3 2023. 131 funds tracked by Wall St. Rank hold LPSN as of Q4 2023.

  • Milestone Investment Advisors reported no remaining LivePerson position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 294 LivePerson shares in Q4 2023, an estimated $17.2K.
  • Milestone Investment Advisors first reported a position in LivePerson in Q3 2023 and held it in 1 quarter.
  • Milestone Investment Advisors's LivePerson position peaked at $17.2K in Q3 2023.
  • 131 funds tracked by Wall St. Rank held LivePerson as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.