TCI Wealth Advisors’s LivePerson LPSN Stock Holding History

TCI 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
2022 Q4	–	Sell	-71	Closed	-$10K	–	2592
2022 Q3	$10K	Buy	+71	New	+$13.6K	﹤0.01%	1021
2022 Q2	–	Sell	-4	Closed	-$1K	–	2419
2022 Q1	$1K	Sell	4 -4	-50%	-$1.62K	﹤0.01%	2118
2021 Q4	$4K	Sell	8 -8	-50%	-$5.55K	﹤0.01%	1847
2021 Q3	$14K	Hold	16	–	–	﹤0.01%	875
2021 Q2	$15K	Buy	16 +8	+100%	+$6.74K	﹤0.01%	720
2021 Q1	$6K	Hold	8	–	–	﹤0.01%	1156
2020 Q4	$7K	Hold	8	–	–	﹤0.01%	753
2020 Q3	$6K	Hold	8	–	–	﹤0.01%	718
2020 Q2	$5K	Hold	8	–	–	﹤0.01%	748
2020 Q1	$3K	Hold	8	–	–	﹤0.01%	888
2019 Q4	$4K	Hold	8	–	–	﹤0.01%	929
2019 Q3	$4K	Hold	8	–	–	﹤0.01%	872
2019 Q2	$3K	Hold	8	–	–	﹤0.01%	905
2019 Q1	$3K	Hold	8	–	–	﹤0.01%	920
2018 Q4	$2K	Buy	8 +2	+33%	+$617	﹤0.01%	1015
2018 Q3	$2K	Hold	6	–	–	﹤0.01%	1047
2018 Q2	$2K	Buy	6 +2	+50%	+$565	﹤0.01%	1097
2018 Q1	$1K	Buy	+4	New	+$800	﹤0.01%	1176

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

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

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

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

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

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

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

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

GIM

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

TCI Wealth Advisors's LPSN Position: Q4 2022 in Review

TCI Wealth Advisors sold out of LivePerson (LPSN) in Q4 2022, closing a stake of 71 shares — an estimated $10K sold.

TCI Wealth Advisors first reported a position in LPSN in Q1 2018 and held it in 18 quarters. The position peaked at $15K in Q2 2021. 180 funds tracked by Wall St. Rank hold LPSN as of Q4 2022.

TCI Wealth Advisors reported no remaining LivePerson position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 71 LivePerson shares in Q4 2022, an estimated $10K.
TCI Wealth Advisors first reported a position in LivePerson in Q1 2018 and held it in 18 quarters.
TCI Wealth Advisors's LivePerson position peaked at $15K in Q2 2021.
180 funds tracked by Wall St. Rank held LivePerson as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.