Ascent Group’s LegalZoom.com LZ Stock Holding History

Ascent Group’s Portfolio LZ Stock Details LZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-13,650	Closed	-$182K	–	521
2024 Q1	$182K	Buy	13,650 +2,950	+28%	+$34K	0.02%	492
2023 Q4	$115K	Buy	+10,700	New	+$116K	0.01%	488

Other funds holding LZ

FPM

Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return

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

TCMI

Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ascent Group's LZ Position: Q2 2024 in Review

Ascent Group sold out of LegalZoom.com (LZ) in Q2 2024, closing a stake of 13,650 shares — an estimated $182K sold.

Ascent Group first reported a position in LZ in Q4 2023 and held it in 2 quarters. The position peaked at $182K in Q1 2024. 181 funds tracked by Wall St. Rank hold LZ as of Q2 2024.

Ascent Group reported no remaining LegalZoom.com position as of Q2 2024 after selling out during the quarter.
Ascent Group sold 13,650 LegalZoom.com shares in Q2 2024, an estimated $182K.
Ascent Group first reported a position in LegalZoom.com in Q4 2023 and held it in 2 quarters.
Ascent Group's LegalZoom.com position peaked at $182K in Q1 2024.
181 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2024.

Based on Ascent Group's 13F filing for Q2 2024, filed 15 Aug 2024.