Next Financial Group’s LivePerson LPSN Stock Holding History

Next 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
2021 Q4	$124K	Buy	230 +142	+161%	+$98.5K	0.01%	1073
2021 Q3	$77K	Sell	88 -2	-2%	-$1.89K	0.01%	1229
2021 Q2	$85K	Buy	90 +7	+8%	+$5.9K	0.01%	1189
2021 Q1	$66K	Sell	83 -30	-27%	-$27.8K	0.01%	1174
2020 Q4	$105K	Sell	113 -38	-25%	-$32.7K	0.01%	949
2020 Q3	$118K	Buy	+151	New	+$113K	0.01%	794
2020 Q2	–	Sell	-154	Closed	-$52K	–	1327
2020 Q1	$52K	Buy	+154	New	+$74.7K	0.01%	984
2019 Q4	–	Sell	-372	Closed	-$199K	–	2458
2019 Q3	$199K	Buy	+372	New	+$198K	0.02%	677
2019 Q1	–	Sell	-15	Closed	-$4K	–	1908
2018 Q4	$4K	Buy	+15	New	+$4.62K	﹤0.01%	1606

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Next Financial Group's LPSN Position: Q4 2021 in Review

Next Financial Group increased its LivePerson (LPSN) stake by 161% in Q4 2021, buying an estimated $98.5K and bringing the position to 230 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #1073.

Next Financial Group first reported a position in LPSN in Q4 2018 and has held it in 9 quarters since. The position peaked at $199K in Q3 2019. 234 funds tracked by Wall St. Rank hold LPSN as of Q4 2021.

Next Financial Group held 230 shares of LivePerson worth $124K as of Q4 2021.
Next Financial Group bought 142 LivePerson shares in Q4 2021, an estimated $98.5K.
LivePerson made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1073 holding.
Next Financial Group first reported a position in LivePerson in Q4 2018 and has held it in 9 quarters since.
Next Financial Group's LivePerson position peaked at $199K in Q3 2019.
234 funds tracked by Wall St. Rank held LivePerson as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.