WQ
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Wealth Quarterback’s LivePerson LPSN Stock Holding History

Wealth Quarterback’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 		$2K Hold
1
– – ﹤0.01% 725
2021
Q2 		$2K Buy
+1
New +$843 ﹤0.01% 755
2020
Q2 		– Sell
-1
Closed -$455 – 475
2020
Q1 		$455 Hold
1
– – ﹤0.01% 896
2019
Q4 		$740 Buy
+1
New +$574 ﹤0.01% 881

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

Wealth Quarterback's LPSN Position: Q3 2021 in Review

Wealth Quarterback held its LivePerson (LPSN) position steady in Q3 2021 at 1 share worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Wealth Quarterback first reported a position in LPSN in Q4 2019 and has held it in 4 quarters since. 250 funds tracked by Wall St. Rank hold LPSN as of Q3 2021.

  • Wealth Quarterback held 1 share of LivePerson worth $2K as of Q3 2021.
  • Wealth Quarterback left its LivePerson share count unchanged in Q3 2021.
  • LivePerson made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #725 holding.
  • Wealth Quarterback first reported a position in LivePerson in Q4 2019 and has held it in 4 quarters since.
  • 250 funds tracked by Wall St. Rank held LivePerson as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.