Newbridge Financial Services Group’s LivePerson LPSN Stock Holding History

Newbridge Financial Services 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
2022 Q2	–	Sell	-6	Closed	-$2K	–	1449
2022 Q1	$2K	Hold	6	–	–	﹤0.01%	1299
2021 Q4	$3K	Buy	6 +5	+500%	+$3.47K	﹤0.01%	1168
2021 Q3	$1K	Hold	1	–	–	﹤0.01%	1277
2021 Q2	$1K	Hold	1	–	–	﹤0.01%	1367
2021 Q1	$1K	Sell	1 -5	-83%	-$4.63K	﹤0.01%	1288
2020 Q4	$5K	Buy	6 +1	+20%	+$860	﹤0.01%	849
2020 Q3	$4K	Buy	+5	New	+$3.75K	﹤0.01%	844

Other funds holding LPSN

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

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

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Newbridge Financial Services Group's LPSN Position: Q2 2022 in Review

Newbridge Financial Services Group sold out of LivePerson (LPSN) in Q2 2022, closing a stake of 6 shares — an estimated $2K sold.

Newbridge Financial Services Group first reported a position in LPSN in Q3 2020 and held it in 7 quarters. The position peaked at $5K in Q4 2020. 190 funds tracked by Wall St. Rank hold LPSN as of Q2 2022.

Newbridge Financial Services Group reported no remaining LivePerson position as of Q2 2022 after selling out during the quarter.
Newbridge Financial Services Group sold 6 LivePerson shares in Q2 2022, an estimated $2K.
Newbridge Financial Services Group first reported a position in LivePerson in Q3 2020 and held it in 7 quarters.
Newbridge Financial Services Group's LivePerson position peaked at $5K in Q4 2020.
190 funds tracked by Wall St. Rank held LivePerson as of Q2 2022.

Based on Newbridge Financial Services Group's 13F filing for Q2 2022, filed 15 Jul 2022.