PFBT
LPSN icon

Parkside Financial Bank & Trust’s LivePerson LPSN Stock Holding History

Parkside Financial Bank & Trust’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
-26
Closed -$1.71K – 2066
2023
Q1 		$1.71K Hold
26
– – ﹤0.01% 1744
2022
Q4 		$3.92K Hold
26
– – ﹤0.01% 1419
2022
Q3 		$4K Buy
26
+24
+1,200% +$4.6K ﹤0.01% 1315
2022
Q2 		$0 Sell
2
-15
-88% -$4.22K ﹤0.01% 1886
2022
Q1 		$6K Buy
17
+2
+13% +$808 ﹤0.01% 1225
2021
Q4 		$8K Buy
15
+3
+25% +$2.08K ﹤0.01% 1112
2021
Q3 		$10K Buy
12
+1
+9% +$944 ﹤0.01% 973
2021
Q2 		$10K Buy
11
+1
+10% +$843 ﹤0.01% 966
2021
Q1 		$8K Buy
10
+3
+43% +$2.78K ﹤0.01% 1017
2020
Q4 		$6K Hold
7
– – ﹤0.01% 1045
2020
Q3 		$5K Hold
7
– – ﹤0.01% 933
2020
Q2 		$4K Hold
7
– – ﹤0.01% 988
2020
Q1 		$2K Hold
7
– – ﹤0.01% 1123
2019
Q4 		$4K Hold
7
– – ﹤0.01% 999
2019
Q3 		$3K Hold
7
– – ﹤0.01% 1066
2019
Q2 		$3K Hold
7
– – ﹤0.01% 1084
2019
Q1 		$3K Buy
7
+4
+133% +$1.5K ﹤0.01% 1074
2018
Q4 		$1K Hold
3
– – ﹤0.01% 1246
2018
Q3 		$1K Hold
3
– – ﹤0.01% 1296
2018
Q2 		$1K Hold
3
– – ﹤0.01% 1282
2018
Q1 		$1K Hold
3
– – ﹤0.01% 1215
2017
Q4 		$0 Hold
3
– – ﹤0.01% 1432
2017
Q3 		$1K Hold
3
– – ﹤0.01% 1157
2017
Q2 		$0 Hold
3
– – ﹤0.01% 1475
2017
Q1 		$0 Hold
3
– – ﹤0.01% 1446
2016
Q4 		$0 Buy
+3
New +$371 ﹤0.01% 1429

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

Parkside Financial Bank & Trust's LPSN Position: Q2 2023 in Review

Parkside Financial Bank & Trust sold out of LivePerson (LPSN) in Q2 2023, closing a stake of 26 shares — an estimated $1.71K sold.

Parkside Financial Bank & Trust first reported a position in LPSN in Q4 2016 and held it in 26 quarters. The position peaked at $10K in Q3 2021. 146 funds tracked by Wall St. Rank hold LPSN as of Q2 2023.

  • Parkside Financial Bank & Trust reported no remaining LivePerson position as of Q2 2023 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 26 LivePerson shares in Q2 2023, an estimated $1.71K.
  • Parkside Financial Bank & Trust first reported a position in LivePerson in Q4 2016 and held it in 26 quarters.
  • Parkside Financial Bank & Trust's LivePerson position peaked at $10K in Q3 2021.
  • 146 funds tracked by Wall St. Rank held LivePerson as of Q2 2023.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2023, filed 15 Aug 2023.