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Strategic Wealth Partners’s LivePerson LPSN Stock Holding History

Strategic Wealth Partners’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
Q4 		– Sell
-902
Closed -$798K – 291
2021
Q3 		$798K Buy
902
+386
+75% +$364K 0.23% 119
2021
Q2 		$489K Buy
516
+53
+11% +$44.7K 0.16% 158
2021
Q1 		$367K Buy
+463
New +$429K 0.15% 148

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Strategic Wealth Partners's LPSN Position: Q4 2021 in Review

Strategic Wealth Partners sold out of LivePerson (LPSN) in Q4 2021, closing a stake of 902 shares — an estimated $798K sold.

Strategic Wealth Partners first reported a position in LPSN in Q1 2021 and held it in 3 quarters. The position peaked at $798K in Q3 2021. 234 funds tracked by Wall St. Rank hold LPSN as of Q4 2021.

  • Strategic Wealth Partners reported no remaining LivePerson position as of Q4 2021 after selling out during the quarter.
  • Strategic Wealth Partners sold 902 LivePerson shares in Q4 2021, an estimated $798K.
  • Strategic Wealth Partners first reported a position in LivePerson in Q1 2021 and held it in 3 quarters.
  • Strategic Wealth Partners's LivePerson position peaked at $798K in Q3 2021.
  • 234 funds tracked by Wall St. Rank held LivePerson as of Q4 2021.

Based on Strategic Wealth Partners's 13F filing for Q4 2021, filed 11 Feb 2022.