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Sound Income Strategies’s LivePerson LPSN Stock Holding History

Sound Income Strategies’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
2020
Q2 		– Sell
-13
Closed -$5K – 832
2020
Q1 		$5K Hold
13
– – ﹤0.01% 454
2019
Q4 		$7K Hold
13
– – ﹤0.01% 402
2019
Q3 		$7K Hold
13
– – ﹤0.01% 376
2019
Q2 		$6K Buy
+13
New +$5.55K ﹤0.01% 416

Other funds holding LPSN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
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
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Sound Income Strategies's LPSN Position: Q2 2020 in Review

Sound Income Strategies sold out of LivePerson (LPSN) in Q2 2020, closing a stake of 13 shares — an estimated $5K sold.

Sound Income Strategies first reported a position in LPSN in Q2 2019 and held it in 4 quarters. The position peaked at $7K in Q4 2019. 208 funds tracked by Wall St. Rank hold LPSN as of Q2 2020.

  • Sound Income Strategies reported no remaining LivePerson position as of Q2 2020 after selling out during the quarter.
  • Sound Income Strategies sold 13 LivePerson shares in Q2 2020, an estimated $5K.
  • Sound Income Strategies first reported a position in LivePerson in Q2 2019 and held it in 4 quarters.
  • Sound Income Strategies's LivePerson position peaked at $7K in Q4 2019.
  • 208 funds tracked by Wall St. Rank held LivePerson as of Q2 2020.

Based on Sound Income Strategies's 13F filing for Q2 2020, filed 13 Jul 2020.