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Palumbo Wealth Management’s LivePerson LPSN Stock Holding History

Palumbo Wealth 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
2024
Q4 		– Sell
-808
Closed -$15.5K – 180
2024
Q3 		$15.5K Buy
808
+78
+11% +$1.32K 0.01% 159
2024
Q2 		$6.36K Buy
+730
New +$7.01K ﹤0.01% 151

Other funds holding LPSN

VCM
Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Palumbo Wealth Management's LPSN Position: Q4 2024 in Review

Palumbo Wealth Management sold out of LivePerson (LPSN) in Q4 2024, closing a stake of 808 shares — an estimated $15.5K sold.

Palumbo Wealth Management first reported a position in LPSN in Q2 2024 and held it in 2 quarters. The position peaked at $15.5K in Q3 2024. 71 funds tracked by Wall St. Rank hold LPSN as of Q4 2024.

  • Palumbo Wealth Management reported no remaining LivePerson position as of Q4 2024 after selling out during the quarter.
  • Palumbo Wealth Management sold 808 LivePerson shares in Q4 2024, an estimated $15.5K.
  • Palumbo Wealth Management first reported a position in LivePerson in Q2 2024 and held it in 2 quarters.
  • Palumbo Wealth Management's LivePerson position peaked at $15.5K in Q3 2024.
  • 71 funds tracked by Wall St. Rank held LivePerson as of Q4 2024.

Based on Palumbo Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.