WCM
LPSN icon

Weld Capital Management’s LivePerson LPSN Stock Holding History

Weld Capital Management’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
Q3 		– Sell
-340
Closed -$211K – 587
2020
Q2 		$211K Buy
+340
New +$158K 0.08% 372
2019
Q1 		– Sell
-1,553
Closed -$439K – 780
2018
Q4 		$439K Buy
+1,553
New +$479K 0.1% 394

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
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

Weld Capital Management's LPSN Position: Q3 2020 in Review

Weld Capital Management sold out of LivePerson (LPSN) in Q3 2020, closing a stake of 340 shares — an estimated $211K sold.

Weld Capital Management first reported a position in LPSN in Q4 2018 and held it in 2 quarters. The position peaked at $439K in Q4 2018. 245 funds tracked by Wall St. Rank hold LPSN as of Q3 2020.

  • Weld Capital Management reported no remaining LivePerson position as of Q3 2020 after selling out during the quarter.
  • Weld Capital Management sold 340 LivePerson shares in Q3 2020, an estimated $211K.
  • Weld Capital Management first reported a position in LivePerson in Q4 2018 and held it in 2 quarters.
  • Weld Capital Management's LivePerson position peaked at $439K in Q4 2018.
  • 245 funds tracked by Wall St. Rank held LivePerson as of Q3 2020.

Based on Weld Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.