RJA
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Raymond James & Associates’s LivePerson LPSN Stock Holding History

Raymond James & Associates’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 		$36.9K Hold
1,924
– – ﹤0.01% 3884
2024
Q2 		$16.8K Sell
1,924
-16
-0.8% -$154 ﹤0.01% 3904
2024
Q1 		$29K Sell
1,940
-666
-26% -$22.9K ﹤0.01% 3847
2023
Q4 		$148K Buy
+2,606
New +$120K ﹤0.01% 3579
2021
Q4 		– Sell
-256
Closed -$227K – 4223
2021
Q3 		$227K Buy
256
+19
+8% +$17.9K ﹤0.01% 3596
2021
Q2 		$225K Sell
237
-118
-33% -$99.4K ﹤0.01% 3615
2021
Q1 		$281K Buy
355
+36
+11% +$33.3K ﹤0.01% 3403
2020
Q4 		$298K Buy
+319
New +$274K ﹤0.01% 3122
2020
Q3 		– Sell
-410
Closed -$255K – 3646
2020
Q2 		$255K Buy
+410
New +$191K ﹤0.01% 3011
2020
Q1 		– Sell
-929
Closed -$516K – 3626
2019
Q4 		$516K Sell
929
-1,883
-67% -$1.08M ﹤0.01% 2718
2019
Q3 		$1.51M Buy
2,812
+1,933
+220% +$1.03M ﹤0.01% 1930
2019
Q2 		$370K Sell
879
-27
-3% -$11.5K ﹤0.01% 2873
2019
Q1 		$395K Sell
906
-8
-0.9% -$3K ﹤0.01% 2819
2018
Q4 		$259K Sell
914
-3,640
-80% -$1.12M ﹤0.01% 2957
2018
Q3 		$1.77M Buy
+4,554
New +$1.68M ﹤0.01% 1894
2018
Q1 		– Sell
-5,578
Closed -$962K – 3531
2017
Q4 		$962K Buy
5,578
+2,294
+70% +$429K ﹤0.01% 2151
2017
Q3 		$668K Buy
+3,284
New +$630K ﹤0.01% 2318

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

Raymond James & Associates's LPSN Position: Q3 2024 in Review

Raymond James & Associates held its LivePerson (LPSN) position steady in Q3 2024 at 1,924 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3884.

Raymond James & Associates first reported a position in LPSN in Q3 2017 and has held it in 17 quarters since. The position peaked at $1.77M in Q3 2018. 72 funds tracked by Wall St. Rank hold LPSN as of Q3 2024.

  • Raymond James & Associates held 1,924 shares of LivePerson worth $36.9K as of Q3 2024.
  • Raymond James & Associates left its LivePerson share count unchanged in Q3 2024.
  • LivePerson made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3884 holding.
  • Raymond James & Associates first reported a position in LivePerson in Q3 2017 and has held it in 17 quarters since.
  • Raymond James & Associates's LivePerson position peaked at $1.77M in Q3 2018.
  • 72 funds tracked by Wall St. Rank held LivePerson as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.