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Wealthspire Advisors (Maryland)’s LivePerson LPSN Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-8
Closed -$3K – 1330
2019
Q1 		$3K Buy
8
+2
+33% +$749 ﹤0.01% 2019
2018
Q4 		$2K Sell
6
-2
-25% -$617 ﹤0.01% 2097
2018
Q3 		$3K Buy
8
+2
+33% +$738 ﹤0.01% 2046
2018
Q2 		$2K Hold
6
– – ﹤0.01% 2168
2018
Q1 		$1K Buy
6
+1
+20% +$200 ﹤0.01% 2355
2017
Q4 		$1K Buy
+5
New +$936 ﹤0.01% 2299
2017
Q3 		– Hold
0
– – – 2367

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LPSN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of LivePerson (LPSN) in Q2 2019, closing a stake of 8 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in LPSN in Q4 2017 and held it in 6 quarters. The position peaked at $3K in Q1 2019. 187 funds tracked by Wall St. Rank hold LPSN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining LivePerson position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 8 LivePerson shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in LivePerson in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s LivePerson position peaked at $3K in Q1 2019.
  • 187 funds tracked by Wall St. Rank held LivePerson as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.