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Moody National Bank Trust Division’s LivePerson LPSN Stock Holding History

Moody National Bank Trust Division’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
Q1 		– Sell
-1,983
Closed -$302K – 606
2022
Q4 		$302K Sell
1,983
-436
-18% -$69.8K 0.03% 485
2022
Q3 		$342K Buy
2,419
+997
+70% +$191K 0.04% 422
2022
Q2 		$302K Buy
+1,422
New +$400K 0.03% 404
2019
Q2 		– Sell
-12
Closed -$5K – 707
2019
Q1 		$5K Buy
+12
New +$4.5K ﹤0.01% 924

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Moody National Bank Trust Division's LPSN Position: Q1 2023 in Review

Moody National Bank Trust Division sold out of LivePerson (LPSN) in Q1 2023, closing a stake of 1,983 shares — an estimated $302K sold.

Moody National Bank Trust Division first reported a position in LPSN in Q1 2019 and held it in 4 quarters. The position peaked at $342K in Q3 2022. 160 funds tracked by Wall St. Rank hold LPSN as of Q1 2023.

  • Moody National Bank Trust Division reported no remaining LivePerson position as of Q1 2023 after selling out during the quarter.
  • Moody National Bank Trust Division sold 1,983 LivePerson shares in Q1 2023, an estimated $302K.
  • Moody National Bank Trust Division first reported a position in LivePerson in Q1 2019 and held it in 4 quarters.
  • Moody National Bank Trust Division's LivePerson position peaked at $342K in Q3 2022.
  • 160 funds tracked by Wall St. Rank held LivePerson as of Q1 2023.

Based on Moody National Bank Trust Division's 13F filing for Q1 2023, filed 19 Apr 2023.