V Wealth Advisors’s LivePerson LPSN Stock Holding History

V 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	-422	Closed	-$226K	–	346
2019 Q4	$226K	Hold	422	–	–	0.08%	249
2019 Q3	$226K	Sell	422 -4	-0.9%	-$2.12K	0.08%	249
2019 Q2	$213K	Buy	+426	New	+$182K	0.08%	249
2019 Q1	–	Sell	-847	Closed	-$330K	–	273
2018 Q4	$330K	Hold	847	–	–	0.17%	144
2018 Q3	$330K	Buy	847 +47	+6%	+$17.3K	0.15%	158
2018 Q2	$253K	Buy	+800	New	+$226K	0.14%	167

Other funds holding LPSN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 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

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

V Wealth Advisors's LPSN Position: Q1 2020 in Review

V Wealth Advisors sold out of LivePerson (LPSN) in Q1 2020, closing a stake of 422 shares — an estimated $226K sold.

V Wealth Advisors first reported a position in LPSN in Q2 2018 and held it in 6 quarters. The position peaked at $330K in Q4 2018. 181 funds tracked by Wall St. Rank hold LPSN as of Q1 2020.

V Wealth Advisors reported no remaining LivePerson position as of Q1 2020 after selling out during the quarter.
V Wealth Advisors sold 422 LivePerson shares in Q1 2020, an estimated $226K.
V Wealth Advisors first reported a position in LivePerson in Q2 2018 and held it in 6 quarters.
V Wealth Advisors's LivePerson position peaked at $330K in Q4 2018.
181 funds tracked by Wall St. Rank held LivePerson as of Q1 2020.

Based on V Wealth Advisors's 13F filing for Q1 2020, filed 12 May 2020.