Phoenix Financial’s LiveVox Holding, Inc. Class A Common Stock LVOX Stock Holding History

Phoenix Financial’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
2023 Q2	–	Sell	-584,817	Closed	-$1.81M	–	366
2023 Q1	$1.81M	Buy	+584,817	New	+$1.55M	0.04%	154
2022 Q4	–	Sell	-601,541	Closed	-$1.73M	–	363
2022 Q3	$1.73M	Hold	601,541	–	–	0.04%	160
2022 Q2	$999K	Hold	601,541	–	–	0.02%	222
2022 Q1	$1.82M	Hold	601,541	–	–	0.03%	204
2021 Q4	$3.1M	Hold	601,541	–	–	0.05%	156
2021 Q3	$3.92M	Hold	601,541	–	–	0.07%	158
2021 Q2	$5.02M	Sell	601,541 -17,955	-3%	-$177K	0.1%	150
2021 Q1	$5.65M	Buy	+619,496	New	+$6.38M	0.13%	143

Other funds holding LVOX

GGPE

Golden Gate Private Equity San Francisco, California $241M AUM 13.37% 1-Year Est. Return

272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JGC

J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Oakmont Corp Los Angeles, California $526M AUM 7.52% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Phoenix Financial's LVOX Position: Q2 2023 in Review

Phoenix Financial sold out of LiveVox Holding, Inc. Class A Common Stock (LVOX) in Q2 2023, closing a stake of 584,817 shares — an estimated $1.81M sold.

Phoenix Financial first reported a position in LVOX in Q1 2021 and held it in 8 quarters. The position peaked at $5.65M in Q1 2021. 52 funds tracked by Wall St. Rank hold LVOX as of Q2 2023.

Phoenix Financial reported no remaining LiveVox Holding, Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Phoenix Financial sold 584,817 LiveVox Holding, Inc. Class A Common Stock shares in Q2 2023, an estimated $1.81M.
Phoenix Financial first reported a position in LiveVox Holding, Inc. Class A Common Stock in Q1 2021 and held it in 8 quarters.
Phoenix Financial's LiveVox Holding, Inc. Class A Common Stock position peaked at $5.65M in Q1 2021.
52 funds tracked by Wall St. Rank held LiveVox Holding, Inc. Class A Common Stock as of Q2 2023.

Based on Phoenix Financial's 13F filing for Q2 2023, filed 7 Aug 2023.