AWM
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Avior Wealth Management’s LegalZoom.com LZ Stock Holding History

Avior Wealth Management’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
-20
Closed -$266 – 3098
2024
Q1 		$266 Buy
+20
New +$230 ﹤0.01% 2764

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return
Vanguard Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GC
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Avior Wealth Management's LZ Position: Q2 2024 in Review

Avior Wealth Management sold out of LegalZoom.com (LZ) in Q2 2024, closing a stake of 20 shares — an estimated $266 sold.

Avior Wealth Management first reported a position in LZ in Q1 2024 and held it in 1 quarter. The position peaked at $266 in Q1 2024. 181 funds tracked by Wall St. Rank hold LZ as of Q2 2024.

  • Avior Wealth Management reported no remaining LegalZoom.com position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 20 LegalZoom.com shares in Q2 2024, an estimated $266.
  • Avior Wealth Management first reported a position in LegalZoom.com in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's LegalZoom.com position peaked at $266 in Q1 2024.
  • 181 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.