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Oppenheimer Asset Management’s LivePerson LPSN Stock Holding History

Oppenheimer Asset 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
Q1 		– Sell
-374
Closed -$200K – 1229
2021
Q4 		$200K Sell
374
-146
-28% -$101K ﹤0.01% 1177
2021
Q3 		$460K Buy
520
+167
+47% +$158K 0.01% 956
2021
Q2 		$335K Buy
+353
New +$297K ﹤0.01% 1040

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Oppenheimer Asset Management's LPSN Position: Q1 2022 in Review

Oppenheimer Asset Management sold out of LivePerson (LPSN) in Q1 2022, closing a stake of 374 shares — an estimated $200K sold.

Oppenheimer Asset Management first reported a position in LPSN in Q2 2021 and held it in 3 quarters. The position peaked at $460K in Q3 2021. 212 funds tracked by Wall St. Rank hold LPSN as of Q1 2022.

  • Oppenheimer Asset Management reported no remaining LivePerson position as of Q1 2022 after selling out during the quarter.
  • Oppenheimer Asset Management sold 374 LivePerson shares in Q1 2022, an estimated $200K.
  • Oppenheimer Asset Management first reported a position in LivePerson in Q2 2021 and held it in 3 quarters.
  • Oppenheimer Asset Management's LivePerson position peaked at $460K in Q3 2021.
  • 212 funds tracked by Wall St. Rank held LivePerson as of Q1 2022.

Based on Oppenheimer Asset Management's 13F filing for Q1 2022, filed 12 May 2022.