Ritholtz Wealth Management’s LivePerson LPSN Stock Holding History

Ritholtz Wealth Management’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 Q4	–	Sell	-292	Closed	-$258K	–	569
2021 Q3	$258K	Hold	292	–	–	0.02%	407
2021 Q2	$277K	Hold	292	–	–	0.02%	382
2021 Q1	$231K	Sell	292 -88	-23%	-$81.5K	0.02%	373
2020 Q4	$355K	Buy	+380	New	+$327K	0.03%	222

Other funds holding LPSN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Ritholtz Wealth Management's LPSN Position: Q4 2021 in Review

Ritholtz Wealth Management sold out of LivePerson (LPSN) in Q4 2021, closing a stake of 292 shares — an estimated $258K sold.

Ritholtz Wealth Management first reported a position in LPSN in Q4 2020 and held it in 4 quarters. The position peaked at $355K in Q4 2020. 234 funds tracked by Wall St. Rank hold LPSN as of Q4 2021.

Ritholtz Wealth Management reported no remaining LivePerson position as of Q4 2021 after selling out during the quarter.
Ritholtz Wealth Management sold 292 LivePerson shares in Q4 2021, an estimated $258K.
Ritholtz Wealth Management first reported a position in LivePerson in Q4 2020 and held it in 4 quarters.
Ritholtz Wealth Management's LivePerson position peaked at $355K in Q4 2020.
234 funds tracked by Wall St. Rank held LivePerson as of Q4 2021.

Based on Ritholtz Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.