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Prospera Financial Services’s LivePerson LPSN Stock Holding History

Prospera Financial 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
2024
Q3 		– Sell
-910
Closed -$7.92K – 1165
2024
Q2 		$7.92K Hold
910
– – ﹤0.01% 1131
2024
Q1 		$13.6K Sell
910
-33
-3% -$1.14K ﹤0.01% 1088
2023
Q4 		$53.6K Buy
943
+66
+8% +$3.04K ﹤0.01% 1032
2023
Q3 		$51.2K Buy
+877
New +$57.7K ﹤0.01% 992

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prospera Financial Services's LPSN Position: Q3 2024 in Review

Prospera Financial Services sold out of LivePerson (LPSN) in Q3 2024, closing a stake of 910 shares — an estimated $7.92K sold.

Prospera Financial Services first reported a position in LPSN in Q3 2023 and held it in 4 quarters. The position peaked at $53.6K in Q4 2023. 72 funds tracked by Wall St. Rank hold LPSN as of Q3 2024.

  • Prospera Financial Services reported no remaining LivePerson position as of Q3 2024 after selling out during the quarter.
  • Prospera Financial Services sold 910 LivePerson shares in Q3 2024, an estimated $7.92K.
  • Prospera Financial Services first reported a position in LivePerson in Q3 2023 and held it in 4 quarters.
  • Prospera Financial Services's LivePerson position peaked at $53.6K in Q4 2023.
  • 72 funds tracked by Wall St. Rank held LivePerson as of Q3 2024.

Based on Prospera Financial Services's 13F filing for Q3 2024, filed 7 Nov 2024.