Morgan Stanley’s LiveVox Holding, Inc. Unit LVOXU Stock Holding History

Morgan Stanley’s Portfolio LVOXU Stock Details LVOXU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1	Closed	–	–	8192
2022 Q3	$0	Hold	1	–	–	﹤0.01%	8226
2022 Q2	$0	Hold	1	–	–	﹤0.01%	8341
2022 Q1	$0	Hold	1	–	–	﹤0.01%	8414
2021 Q4	$0	Hold	1	–	–	﹤0.01%	8472
2021 Q3	$0	Hold	1	–	–	﹤0.01%	8293
2021 Q2	$0	Sell	1 -4	-80%	-$43	﹤0.01%	8018
2021 Q1	$0	Hold	5	–	–	﹤0.01%	7732
2020 Q4	$0	Hold	5	–	–	﹤0.01%	7309
2020 Q3	$0	Hold	5	–	–	﹤0.01%	7005
2020 Q2	$0	Hold	5	–	–	﹤0.01%	6924
2020 Q1	$0	Buy	+5	New	+$52	﹤0.01%	6955

Other funds holding LVOXU

SIA

SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley's LVOXU Position: Q4 2022 in Review

Morgan Stanley sold out of LiveVox Holding, Inc. Unit (LVOXU) in Q4 2022, closing a stake of 1 share.

Morgan Stanley first reported a position in LVOXU in Q1 2020 and held it in 11 quarters. The position peaked at $0 in Q3 2022. 3 funds tracked by Wall St. Rank hold LVOXU as of Q4 2022.

Morgan Stanley reported no remaining LiveVox Holding, Inc. Unit position as of Q4 2022 after selling out during the quarter.
Morgan Stanley sold 1 LiveVox Holding, Inc. Unit share in Q4 2022.
Morgan Stanley first reported a position in LiveVox Holding, Inc. Unit in Q1 2020 and held it in 11 quarters.
Morgan Stanley's LiveVox Holding, Inc. Unit position peaked at $0 in Q3 2022.
3 funds tracked by Wall St. Rank held LiveVox Holding, Inc. Unit as of Q4 2022.

Based on Morgan Stanley's 13F filing for Q4 2022, filed 14 Feb 2023.