Morgan Stanley’s LiveVox Holding, Inc. Class A Common Stock LVOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-159,653
| Closed | -$533K | – | 7941 |
|
|
2023
Q3 | $533K | Sell |
159,653
-12,580
| -7% | -$38.7K | ﹤0.01% | 5138 |
|
|
2023
Q2 | $474K | Sell |
172,233
-38,422
| -18% | -$107K | ﹤0.01% | 5238 |
|
|
2023
Q1 | $651K | Sell |
210,655
-783
| -0.4% | -$2.08K | ﹤0.01% | 5106 |
|
|
2022
Q4 | $628K | Buy |
211,438
+7,359
| +4% | +$19.4K | ﹤0.01% | 5118 |
|
|
2022
Q3 | $602K | Buy |
204,079
+18,131
| +10% | +$38.2K | ﹤0.01% | 5171 |
|
|
2022
Q2 | $309K | Buy |
185,948
+174,614
| +1,541% | +$430K | ﹤0.01% | 5669 |
|
|
2022
Q1 | $34K | Buy |
11,334
+5,969
| +111% | +$26.2K | ﹤0.01% | 6892 |
|
|
2021
Q4 | $28K | Sell |
5,365
-54
| -1% | -$299 | ﹤0.01% | 7080 |
|
|
2021
Q3 | $36K | Sell |
5,419
-6,203
| -53% | -$44.8K | ﹤0.01% | 6865 |
|
|
2021
Q2 | $97K | Sell |
11,622
-7,205
| -38% | -$71.1K | ﹤0.01% | 6376 |
|
|
2021
Q1 | $189K | Buy |
18,827
+18,018
| +2,227% | +$186K | ﹤0.01% | 5688 |
|
|
2020
Q4 | $8K | Sell |
809
-116,091
| -99% | -$1.18M | ﹤0.01% | 6699 |
|
|
2020
Q3 | $1.17M | Buy |
116,900
+1,900
| +2% | +$19.3K | ﹤0.01% | 4090 |
|
|
2020
Q2 | $1.2M | Buy |
115,000
+114,738
| +43,793% | +$1.16M | ﹤0.01% | 4029 |
|
|
2020
Q1 | $3K | Sell |
262
-99
| -27% | -$989 | ﹤0.01% | 6347 |
|
|
2019
Q4 | $4K | Sell |
361
-1,170
| -76% | -$11.6K | ﹤0.01% | 6439 |
|
|
2019
Q3 | $15K | Buy |
1,531
+143
| +10% | +$1.4K | ﹤0.01% | 6099 |
|
|
2019
Q2 | $14K | Buy |
+1,388
| New | +$13.5K | ﹤0.01% | 6051 |
|
Morgan Stanley's LVOX Position: Q4 2023 in Review
Morgan Stanley sold out of LiveVox Holding, Inc. Class A Common Stock (LVOX) in Q4 2023, closing a stake of 159,653 shares — an estimated $533K sold.
Morgan Stanley first reported a position in LVOX in Q2 2019 and held it in 18 quarters. The position peaked at $1.2M in Q2 2020. 0 funds tracked by Wall St. Rank hold LVOX as of Q4 2023.
- Morgan Stanley reported no remaining LiveVox Holding, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
- Morgan Stanley sold 159,653 LiveVox Holding, Inc. Class A Common Stock shares in Q4 2023, an estimated $533K.
- Morgan Stanley first reported a position in LiveVox Holding, Inc. Class A Common Stock in Q2 2019 and held it in 18 quarters.
- Morgan Stanley's LiveVox Holding, Inc. Class A Common Stock position peaked at $1.2M in Q2 2020.
- 0 funds tracked by Wall St. Rank held LiveVox Holding, Inc. Class A Common Stock as of Q4 2023.
Based on Morgan Stanley's 13F filing for Q4 2023, filed 13 Feb 2024.