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United Capital Financial Advisors’s LivePerson LPSN Stock Holding History

United Capital Financial 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
2021
Q3 		– Sell
-215
Closed -$204K – 1223
2021
Q2 		$204K Buy
+215
New +$181K ﹤0.01% 1165
2021
Q1 		– Sell
-227
Closed -$212K – 1217
2020
Q4 		$212K Buy
+227
New +$195K ﹤0.01% 1110

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

United Capital Financial Advisors's LPSN Position: Q3 2021 in Review

United Capital Financial Advisors sold out of LivePerson (LPSN) in Q3 2021, closing a stake of 215 shares — an estimated $204K sold.

United Capital Financial Advisors first reported a position in LPSN in Q4 2020 and held it in 2 quarters. The position peaked at $212K in Q4 2020. 250 funds tracked by Wall St. Rank hold LPSN as of Q3 2021.

  • United Capital Financial Advisors reported no remaining LivePerson position as of Q3 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 215 LivePerson shares in Q3 2021, an estimated $204K.
  • United Capital Financial Advisors first reported a position in LivePerson in Q4 2020 and held it in 2 quarters.
  • United Capital Financial Advisors's LivePerson position peaked at $212K in Q4 2020.
  • 250 funds tracked by Wall St. Rank held LivePerson as of Q3 2021.

Based on United Capital Financial Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.