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WR Wealth Planners’s LivePerson LPSN Stock Holding History

WR Wealth Planners’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
2024
Q4 		– Sell
-32
Closed -$614 – 1159
2024
Q3 		$614 Hold
32
– – ﹤0.01% 1013
2024
Q2 		$279 Hold
32
– – ﹤0.01% 1095
2024
Q1 		$479 Buy
+32
New +$1.1K ﹤0.01% 1037
2023
Q4 		– Sell
-32
Closed -$1.87K – 570
2023
Q3 		$1.87K Hold
32
– – ﹤0.01% 781
2023
Q2 		$2.17K Hold
32
– – ﹤0.01% 765
2023
Q1 		$2.12K Buy
+32
New +$5.13K ﹤0.01% 768

Other funds holding LPSN

VCM
Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WR Wealth Planners's LPSN Position: Q4 2024 in Review

WR Wealth Planners sold out of LivePerson (LPSN) in Q4 2024, closing a stake of 32 shares — an estimated $614 sold.

WR Wealth Planners first reported a position in LPSN in Q1 2023 and held it in 6 quarters. The position peaked at $2.17K in Q2 2023. 71 funds tracked by Wall St. Rank hold LPSN as of Q4 2024.

  • WR Wealth Planners reported no remaining LivePerson position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 32 LivePerson shares in Q4 2024, an estimated $614.
  • WR Wealth Planners first reported a position in LivePerson in Q1 2023 and held it in 6 quarters.
  • WR Wealth Planners's LivePerson position peaked at $2.17K in Q2 2023.
  • 71 funds tracked by Wall St. Rank held LivePerson as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.