Norris Financial Group’s LivePerson LPSN Stock Holding History

Norris 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
2020 Q4	–	Sell	-644	Closed	-$502K	–	74
2020 Q3	$502K	Buy	+644	New	+$483K	0.43%	49

Other funds holding LPSN

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

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

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

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

GIM

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

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

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

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

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

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

Norris Financial Group's LPSN Position: Q4 2020 in Review

Norris Financial Group sold out of LivePerson (LPSN) in Q4 2020, closing a stake of 644 shares — an estimated $502K sold.

Norris Financial Group first reported a position in LPSN in Q3 2020 and held it in 1 quarter. The position peaked at $502K in Q3 2020. 279 funds tracked by Wall St. Rank hold LPSN as of Q4 2020.

Norris Financial Group reported no remaining LivePerson position as of Q4 2020 after selling out during the quarter.
Norris Financial Group sold 644 LivePerson shares in Q4 2020, an estimated $502K.
Norris Financial Group first reported a position in LivePerson in Q3 2020 and held it in 1 quarter.
Norris Financial Group's LivePerson position peaked at $502K in Q3 2020.
279 funds tracked by Wall St. Rank held LivePerson as of Q4 2020.

Based on Norris Financial Group's 13F filing for Q4 2020, filed 2 Jun 2026.