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	–	1776
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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Janus Henderson Group

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

Mackenzie Financial

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

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 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 $653B AUM 32.41% 1-Year Est. Return