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Valeo Financial Advisors’s LivePerson LPSN Stock Holding History

Valeo 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
2020
Q2 		– Sell
-5
Closed -$1K – 2098
2020
Q1 		$1K Sell
5
-16
-76% -$7.76K ﹤0.01% 1675
2019
Q4 		$11K Hold
21
– – ﹤0.01% 1087
2019
Q3 		$11K Sell
21
-8
-28% -$4.25K ﹤0.01% 1008
2019
Q2 		$12K Sell
29
-1
-3% -$427 ﹤0.01% 976
2019
Q1 		$13K Hold
30
– – ﹤0.01% 896
2018
Q4 		$8K Hold
30
– – ﹤0.01% 944
2018
Q3 		$10K Hold
30
– – ﹤0.01% 969
2018
Q2 		$11K Hold
30
– – ﹤0.01% 916
2018
Q1 		$7K Hold
30
– – ﹤0.01% 1032
2017
Q4 		$5K Buy
30
+3
+11% +$562 ﹤0.01% 1011
2017
Q3 		$5K Buy
+27
New +$5.18K ﹤0.01% 875

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Valeo Financial Advisors's LPSN Position: Q2 2020 in Review

Valeo Financial Advisors sold out of LivePerson (LPSN) in Q2 2020, closing a stake of 5 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in LPSN in Q3 2017 and held it in 11 quarters. The position peaked at $13K in Q1 2019. 208 funds tracked by Wall St. Rank hold LPSN as of Q2 2020.

  • Valeo Financial Advisors reported no remaining LivePerson position as of Q2 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 5 LivePerson shares in Q2 2020, an estimated $1K.
  • Valeo Financial Advisors first reported a position in LivePerson in Q3 2017 and held it in 11 quarters.
  • Valeo Financial Advisors's LivePerson position peaked at $13K in Q1 2019.
  • 208 funds tracked by Wall St. Rank held LivePerson as of Q2 2020.

Based on Valeo Financial Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.