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Sutton Wealth Advisors’s LivePerson LPSN Stock Holding History

Sutton Wealth Advisors’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
-73
Closed -$11.1K – 1228
2022
Q4 		$11.1K Buy
73
+23
+46% +$3.68K ﹤0.01% 910
2022
Q3 		$7.1K Sell
50
-1
-2% -$192 ﹤0.01% 997
2022
Q2 		$10.8K Sell
51
-82
-62% -$23.1K ﹤0.01% 878
2022
Q1 		$48.5K Buy
133
+69
+108% +$27.9K 0.02% 412
2021
Q4 		$34.5K Sell
64
-1
-2% -$694 0.01% 529
2021
Q3 		$57.7K Buy
65
+2
+3% +$1.89K 0.02% 361
2021
Q2 		$59.4K Hold
63
– – 0.02% 360
2021
Q1 		$49.6K Hold
63
– – 0.02% 392
2020
Q4 		$58.5K Hold
63
– – 0.02% 317
2020
Q3 		$48.9K Hold
63
– – 0.02% 310
2020
Q2 		$38.9K Hold
63
– – 0.02% 357
2020
Q1 		$21.4K Buy
63
+13
+26% +$6.3K 0.01% 456
2019
Q4 		$27.9K Hold
50
– – 0.01% 482
2019
Q3 		$26.9K Hold
50
– – 0.02% 485
2019
Q2 		$21.1K Hold
50
– – 0.01% 560
2019
Q1 		$21.9K Hold
50
– – 0.01% 546
2018
Q4 		$14.2K Hold
50
– – 0.01% 641
2018
Q3 		$19.6K Hold
50
– – 0.01% 595
2018
Q2 		$15.9K Hold
50
– – 0.01% 678
2018
Q1 		$12.3K Hold
50
– – 0.01% 752
2017
Q4 		$8.67K Buy
+50
New +$9.36K 0.01% 818

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Sutton Wealth Advisors's LPSN Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of LivePerson (LPSN) in Q1 2023, closing a stake of 73 shares — an estimated $11.1K sold.

Sutton Wealth Advisors first reported a position in LPSN in Q4 2017 and held it in 21 quarters. The position peaked at $59.4K in Q2 2021. 160 funds tracked by Wall St. Rank hold LPSN as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining LivePerson position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 73 LivePerson shares in Q1 2023, an estimated $11.1K.
  • Sutton Wealth Advisors first reported a position in LivePerson in Q4 2017 and held it in 21 quarters.
  • Sutton Wealth Advisors's LivePerson position peaked at $59.4K in Q2 2021.
  • 160 funds tracked by Wall St. Rank held LivePerson as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.