PWMG
LPSN icon

Prestige Wealth Management Group’s LivePerson LPSN Stock Holding History

Prestige Wealth Management Group’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
Q1 		– Sell
-2
Closed -$355 – 1119
2022
Q4 		$355 Hold
2
– – ﹤0.01% 1109
2022
Q3 		$0 Buy
+2
New +$383 ﹤0.01% 1027
2022
Q2 		– Sell
-3
Closed -$1K – 1030
2022
Q1 		$1K Buy
+3
New +$1.21K ﹤0.01% 894

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Prestige Wealth Management Group's LPSN Position: Q1 2023 in Review

Prestige Wealth Management Group sold out of LivePerson (LPSN) in Q1 2023, closing a stake of 2 shares — an estimated $355 sold.

Prestige Wealth Management Group first reported a position in LPSN in Q1 2022 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 160 funds tracked by Wall St. Rank hold LPSN as of Q1 2023.

  • Prestige Wealth Management Group reported no remaining LivePerson position as of Q1 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 2 LivePerson shares in Q1 2023, an estimated $355.
  • Prestige Wealth Management Group first reported a position in LivePerson in Q1 2022 and held it in 3 quarters.
  • Prestige Wealth Management Group's LivePerson position peaked at $1K in Q1 2022.
  • 160 funds tracked by Wall St. Rank held LivePerson as of Q1 2023.

Based on Prestige Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.