PWPS
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Pinnacle Wealth Planning Services’s LivePerson LPSN Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-84
Closed -$78K – 1253
2020
Q4 		$78K Buy
+84
New +$72.2K 0.02% 578

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
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
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pinnacle Wealth Planning Services's LPSN Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of LivePerson (LPSN) in Q1 2021, closing a stake of 84 shares — an estimated $78K sold.

Pinnacle Wealth Planning Services first reported a position in LPSN in Q4 2020 and held it in 1 quarter. The position peaked at $78K in Q4 2020. 268 funds tracked by Wall St. Rank hold LPSN as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining LivePerson position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 84 LivePerson shares in Q1 2021, an estimated $78K.
  • Pinnacle Wealth Planning Services first reported a position in LivePerson in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's LivePerson position peaked at $78K in Q4 2020.
  • 268 funds tracked by Wall St. Rank held LivePerson as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.