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Truvvo Partners’s LivePerson LPSN Stock Holding History

Truvvo 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
2018
Q2 		– Sell
-4,290
Closed -$1.05M – 67
2018
Q1 		$1.05M Buy
4,290
+515
+14% +$103K 0.39% 58
2017
Q4 		$651K Buy
3,775
+1,031
+38% +$193K 0.22% 85
2017
Q3 		$558K Sell
2,744
-207
-7% -$39.7K 0.19% 95
2017
Q2 		$489K Sell
2,951
-2,491
-46% -$342K 0.18% 97
2017
Q1 		$559K Buy
5,442
+205
+4% +$21.9K 0.25% 78
2016
Q4 		$593 Sell
5,237
-188
-3% -$23.2K 0.21% 84
2016
Q3 		$684K Buy
5,425
+266
+5% +$30.3K 0.31% 71
2016
Q2 		$491K Hold
5,159
– – 0.25% 83
2016
Q1 		$453K Buy
5,159
+98
+2% +$8.07K 0.2% 89
2015
Q4 		$512K Buy
+5,061
New +$576K 0.27% 78

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
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Truvvo Partners's LPSN Position: Q2 2018 in Review

Truvvo Partners sold out of LivePerson (LPSN) in Q2 2018, closing a stake of 4,290 shares — an estimated $1.05M sold.

Truvvo Partners first reported a position in LPSN in Q4 2015 and held it in 10 quarters. The position peaked at $1.05M in Q1 2018. 163 funds tracked by Wall St. Rank hold LPSN as of Q2 2018.

  • Truvvo Partners reported no remaining LivePerson position as of Q2 2018 after selling out during the quarter.
  • Truvvo Partners sold 4,290 LivePerson shares in Q2 2018, an estimated $1.05M.
  • Truvvo Partners first reported a position in LivePerson in Q4 2015 and held it in 10 quarters.
  • Truvvo Partners's LivePerson position peaked at $1.05M in Q1 2018.
  • 163 funds tracked by Wall St. Rank held LivePerson as of Q2 2018.

Based on Truvvo Partners's 13F filing for Q2 2018, filed 10 Aug 2018.