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Sowell Financial Services’s LivePerson LPSN Stock Holding History

Sowell 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
2021
Q2 		– Sell
-50
Closed -$38K – 1775
2021
Q1 		$38K Sell
50
-30
-38% -$27.8K ﹤0.01% 1773
2020
Q4 		$75K Buy
80
+3
+4% +$2.58K ﹤0.01% 1261
2020
Q3 		$60K Buy
77
+13
+20% +$9.76K ﹤0.01% 1152
2020
Q2 		$40K Buy
64
+55
+611% +$25.6K ﹤0.01% 1231
2020
Q1 		$3K Hold
9
– – ﹤0.01% 1989
2019
Q4 		$5K Hold
9
– – ﹤0.01% 1913
2019
Q3 		$5K Buy
+9
New +$4.78K ﹤0.01% 1769

Other funds holding LPSN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sowell Financial Services's LPSN Position: Q2 2021 in Review

Sowell Financial Services sold out of LivePerson (LPSN) in Q2 2021, closing a stake of 50 shares — an estimated $38K sold.

Sowell Financial Services first reported a position in LPSN in Q3 2019 and held it in 7 quarters. The position peaked at $75K in Q4 2020. 259 funds tracked by Wall St. Rank hold LPSN as of Q2 2021.

  • Sowell Financial Services reported no remaining LivePerson position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 50 LivePerson shares in Q2 2021, an estimated $38K.
  • Sowell Financial Services first reported a position in LivePerson in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's LivePerson position peaked at $75K in Q4 2020.
  • 259 funds tracked by Wall St. Rank held LivePerson as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.