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Wipfli Financial Advisors’s LivePerson LPSN Stock Holding History

Wipfli 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
2022
Q3 		$6K Buy
+45
New +$8.62K ﹤0.01% 2028

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
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Wipfli Financial Advisors's LPSN Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in LivePerson (LPSN) in Q3 2022: 45 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #2028 among its holdings.

183 funds tracked by Wall St. Rank hold LPSN as of Q3 2022.

  • Wipfli Financial Advisors held 45 shares of LivePerson worth $6K as of Q3 2022.
  • LivePerson was a new Wipfli Financial Advisors position in Q3 2022.
  • LivePerson made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2028 holding.
  • 183 funds tracked by Wall St. Rank held LivePerson as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.