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TRUE Private Wealth Advisors’s LivePerson LPSN Stock Holding History

TRUE Private 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
2020
Q1 		– Sell
-4
Closed -$1K – 760
2019
Q4 		$1K Buy
+4
New +$2.3K ﹤0.01% 775

Other funds holding LPSN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

TRUE Private Wealth Advisors's LPSN Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of LivePerson (LPSN) in Q1 2020, closing a stake of 4 shares — an estimated $1K sold.

TRUE Private Wealth Advisors first reported a position in LPSN in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 181 funds tracked by Wall St. Rank hold LPSN as of Q1 2020.

  • TRUE Private Wealth Advisors reported no remaining LivePerson position as of Q1 2020 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 4 LivePerson shares in Q1 2020, an estimated $1K.
  • TRUE Private Wealth Advisors first reported a position in LivePerson in Q4 2019 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's LivePerson position peaked at $1K in Q4 2019.
  • 181 funds tracked by Wall St. Rank held LivePerson as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.