Capstone Investment Advisors
LVOX

Capstone Investment Advisors’s LiveVox Holding, Inc. Class A Common Stock LVOX Stock Holding History

Capstone Investment Advisors’s Portfolio LVOX Stock Details LVOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-10,193
Closed -$66K – 2132
2021
Q3 		$66K Buy
+10,193
New +$73.6K ﹤0.01% 1826

Other funds holding LVOX

GGPE
Golden Gate Private Equity San Francisco, California $241M AUM 13.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return

Capstone Investment Advisors's LVOX Position: Q4 2021 in Review

Capstone Investment Advisors sold out of LiveVox Holding, Inc. Class A Common Stock (LVOX) in Q4 2021, closing a stake of 10,193 shares — an estimated $66K sold.

Capstone Investment Advisors first reported a position in LVOX in Q3 2021 and held it in 1 quarter. The position peaked at $66K in Q3 2021. 42 funds tracked by Wall St. Rank hold LVOX as of Q4 2021.

  • Capstone Investment Advisors reported no remaining LiveVox Holding, Inc. Class A Common Stock position as of Q4 2021 after selling out during the quarter.
  • Capstone Investment Advisors sold 10,193 LiveVox Holding, Inc. Class A Common Stock shares in Q4 2021, an estimated $66K.
  • Capstone Investment Advisors first reported a position in LiveVox Holding, Inc. Class A Common Stock in Q3 2021 and held it in 1 quarter.
  • Capstone Investment Advisors's LiveVox Holding, Inc. Class A Common Stock position peaked at $66K in Q3 2021.
  • 42 funds tracked by Wall St. Rank held LiveVox Holding, Inc. Class A Common Stock as of Q4 2021.

Based on Capstone Investment Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.