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Private Wealth Management Group’s LivePerson LPSN Stock Holding History

Private 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
2024
Q2 		– Sell
-30
Closed -$452 – 1569
2024
Q1 		$452 Hold
30
– – ﹤0.01% 1462
2023
Q4 		$1.72K Buy
+30
New +$1.38K ﹤0.01% 1050

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
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Private Wealth Management Group's LPSN Position: Q2 2024 in Review

Private Wealth Management Group sold out of LivePerson (LPSN) in Q2 2024, closing a stake of 30 shares — an estimated $452 sold.

Private Wealth Management Group first reported a position in LPSN in Q4 2023 and held it in 2 quarters. The position peaked at $1.72K in Q4 2023. 91 funds tracked by Wall St. Rank hold LPSN as of Q2 2024.

  • Private Wealth Management Group reported no remaining LivePerson position as of Q2 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 30 LivePerson shares in Q2 2024, an estimated $452.
  • Private Wealth Management Group first reported a position in LivePerson in Q4 2023 and held it in 2 quarters.
  • Private Wealth Management Group's LivePerson position peaked at $1.72K in Q4 2023.
  • 91 funds tracked by Wall St. Rank held LivePerson as of Q2 2024.

Based on Private Wealth Management Group's 13F filing for Q2 2024, filed 13 Aug 2024.