Spire Wealth Management’s LivePerson LPSN Stock Holding History

Spire 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
2023 Q1	–	Sell	-5	Closed	-$1K	–	2541
2022 Q4	$1K	Buy	+5	New	+$801	﹤0.01%	2207

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

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

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

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

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Spire Wealth Management's LPSN Position: Q1 2023 in Review

Spire Wealth Management sold out of LivePerson (LPSN) in Q1 2023, closing a stake of 5 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in LPSN in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 160 funds tracked by Wall St. Rank hold LPSN as of Q1 2023.

Spire Wealth Management reported no remaining LivePerson position as of Q1 2023 after selling out during the quarter.
Spire Wealth Management sold 5 LivePerson shares in Q1 2023, an estimated $1K.
Spire Wealth Management first reported a position in LivePerson in Q4 2022 and held it in 1 quarter.
Spire Wealth Management's LivePerson position peaked at $1K in Q4 2022.
160 funds tracked by Wall St. Rank held LivePerson as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.