MWM
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Modera Wealth Management’s LivePerson LPSN Stock Holding History

Modera Wealth 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
2022
Q2 		– Sell
-569
Closed -$208K – 354
2022
Q1 		$208K Sell
569
-38
-6% -$15.4K 0.01% 341
2021
Q4 		$325K Buy
+607
New +$421K 0.01% 377

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Modera Wealth Management's LPSN Position: Q2 2022 in Review

Modera Wealth Management sold out of LivePerson (LPSN) in Q2 2022, closing a stake of 569 shares — an estimated $208K sold.

Modera Wealth Management first reported a position in LPSN in Q4 2021 and held it in 2 quarters. The position peaked at $325K in Q4 2021. 190 funds tracked by Wall St. Rank hold LPSN as of Q2 2022.

  • Modera Wealth Management reported no remaining LivePerson position as of Q2 2022 after selling out during the quarter.
  • Modera Wealth Management sold 569 LivePerson shares in Q2 2022, an estimated $208K.
  • Modera Wealth Management first reported a position in LivePerson in Q4 2021 and held it in 2 quarters.
  • Modera Wealth Management's LivePerson position peaked at $325K in Q4 2021.
  • 190 funds tracked by Wall St. Rank held LivePerson as of Q2 2022.

Based on Modera Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.