Ropes Wealth Advisors’s LivePerson LPSN Stock Holding History

Ropes Wealth Advisors’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 Q1	–	Sell	-1	Closed	-$1K	–	548
2020 Q4	$1K	Buy	+1	New	+$860	﹤0.01%	732

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

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

GIM

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

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

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

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

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

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

Ropes Wealth Advisors's LPSN Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of LivePerson (LPSN) in Q1 2021, closing a stake of 1 share — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in LPSN in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 268 funds tracked by Wall St. Rank hold LPSN as of Q1 2021.

Ropes Wealth Advisors reported no remaining LivePerson position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 1 LivePerson share in Q1 2021, an estimated $1K.
Ropes Wealth Advisors first reported a position in LivePerson in Q4 2020 and held it in 1 quarter.
Ropes Wealth Advisors's LivePerson position peaked at $1K in Q4 2020.
268 funds tracked by Wall St. Rank held LivePerson as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.