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Parallel Advisors’s LivePerson LPSN Stock Holding History

Parallel Advisors’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
2023
Q2 		– Sell
-10
Closed -$657 – 3461
2023
Q1 		$657 Hold
10
– – ﹤0.01% 3051
2022
Q4 		$1.51K Sell
10
-11
-52% -$1.76K ﹤0.01% 2782
2022
Q3 		$3K Buy
21
+9
+75% +$1.72K ﹤0.01% 2497
2022
Q2 		$3K Buy
12
+7
+140% +$1.97K ﹤0.01% 2463
2022
Q1 		$2K Hold
5
– – ﹤0.01% 2590
2021
Q4 		$3K Hold
5
– – ﹤0.01% 2589
2021
Q3 		$4K Buy
5
+1
+25% +$944 ﹤0.01% 2467
2021
Q2 		$4K Buy
4
+1
+33% +$843 ﹤0.01% 2375
2021
Q1 		$2K Buy
+3
New +$2.78K ﹤0.01% 2481
2020
Q4 		– Sell
-219
Closed -$170K – 2653
2020
Q3 		$170K Hold
219
– – 0.01% 609
2020
Q2 		$135K Hold
219
– – 0.01% 662
2020
Q1 		$74K Buy
+219
New +$106K 0.01% 793

Other funds holding LPSN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parallel Advisors's LPSN Position: Q2 2023 in Review

Parallel Advisors sold out of LivePerson (LPSN) in Q2 2023, closing a stake of 10 shares — an estimated $657 sold.

Parallel Advisors first reported a position in LPSN in Q1 2020 and held it in 12 quarters. The position peaked at $170K in Q3 2020. 146 funds tracked by Wall St. Rank hold LPSN as of Q2 2023.

  • Parallel Advisors reported no remaining LivePerson position as of Q2 2023 after selling out during the quarter.
  • Parallel Advisors sold 10 LivePerson shares in Q2 2023, an estimated $657.
  • Parallel Advisors first reported a position in LivePerson in Q1 2020 and held it in 12 quarters.
  • Parallel Advisors's LivePerson position peaked at $170K in Q3 2020.
  • 146 funds tracked by Wall St. Rank held LivePerson as of Q2 2023.

Based on Parallel Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.