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Steward Partners Investment Advisory’s LivePerson LPSN Stock Holding History

Steward Partners Investment Advisory’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
-28
Closed -$22.5K – 7270
2021
Q1 		$22.5K Buy
28
+15
+115% +$13.9K ﹤0.01% 2414
2020
Q4 		$12K Buy
13
+6
+86% +$5.16K ﹤0.01% 2242
2020
Q3 		$5K Buy
+7
New +$5.25K ﹤0.01% 2368

Other funds holding LPSN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B 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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steward Partners Investment Advisory's LPSN Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of LivePerson (LPSN) in Q2 2021, closing a stake of 28 shares — an estimated $22.5K sold.

Steward Partners Investment Advisory first reported a position in LPSN in Q3 2020 and held it in 3 quarters. The position peaked at $22.5K in Q1 2021. 259 funds tracked by Wall St. Rank hold LPSN as of Q2 2021.

  • Steward Partners Investment Advisory reported no remaining LivePerson position as of Q2 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 28 LivePerson shares in Q2 2021, an estimated $22.5K.
  • Steward Partners Investment Advisory first reported a position in LivePerson in Q3 2020 and held it in 3 quarters.
  • Steward Partners Investment Advisory's LivePerson position peaked at $22.5K in Q1 2021.
  • 259 funds tracked by Wall St. Rank held LivePerson as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.