Truist Financial
LPSN icon

Truist Financial’s LivePerson LPSN Stock Holding History

Truist Financial’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
Q1 		– Sell
-1,525
Closed -$817K – 2768
2021
Q4 		$817K Sell
1,525
-778
-34% -$540K ﹤0.01% 1748
2021
Q3 		$2.04M Buy
2,303
+377
+20% +$356K ﹤0.01% 1266
2021
Q2 		$1.83M Buy
1,926
+200
+12% +$169K ﹤0.01% 1340
2021
Q1 		$1.36M Buy
1,726
+688
+66% +$637K ﹤0.01% 1410
2020
Q4 		$969K Buy
1,038
+40
+4% +$34.4K ﹤0.01% 1495
2020
Q3 		$778K Buy
998
+30
+3% +$22.5K ﹤0.01% 1481
2020
Q2 		$602K Buy
968
+184
+23% +$85.7K ﹤0.01% 1528
2020
Q1 		$268K Sell
784
-115
-13% -$55.8K ﹤0.01% 1930
2019
Q4 		$499K Buy
+899
New +$516K ﹤0.01% 1868

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
SV
Starboard Value New York $4.57B AUM 4.97% 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
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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Truist Financial's LPSN Position: Q1 2022 in Review

Truist Financial sold out of LivePerson (LPSN) in Q1 2022, closing a stake of 1,525 shares — an estimated $817K sold.

Truist Financial first reported a position in LPSN in Q4 2019 and held it in 9 quarters. The position peaked at $2.04M in Q3 2021. 212 funds tracked by Wall St. Rank hold LPSN as of Q1 2022.

  • Truist Financial reported no remaining LivePerson position as of Q1 2022 after selling out during the quarter.
  • Truist Financial sold 1,525 LivePerson shares in Q1 2022, an estimated $817K.
  • Truist Financial first reported a position in LivePerson in Q4 2019 and held it in 9 quarters.
  • Truist Financial's LivePerson position peaked at $2.04M in Q3 2021.
  • 212 funds tracked by Wall St. Rank held LivePerson as of Q1 2022.

Based on Truist Financial's 13F filing for Q1 2022, filed 22 Apr 2022.