BMSSC
LZ icon

B. Metzler seel. Sohn & Co’s LegalZoom.com LZ Stock Holding History

B. Metzler seel. Sohn & Co’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
2023
Q1 		– Sell
-76,727
Closed -$594K – 739
2022
Q4 		$594K Sell
76,727
-18,524
-19% -$161K 0.01% 530
2022
Q3 		$816K Buy
95,251
+19,320
+25% +$200K 0.01% 461
2022
Q2 		$834K Buy
+75,931
New +$1M 0.01% 478

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IVMX
Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
KDA
KPCB DGF Associates Menlo Park, California $58.3M AUM 27.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return

B. Metzler seel. Sohn & Co's LZ Position: Q1 2023 in Review

B. Metzler seel. Sohn & Co sold out of LegalZoom.com (LZ) in Q1 2023, closing a stake of 76,727 shares — an estimated $594K sold.

B. Metzler seel. Sohn & Co first reported a position in LZ in Q2 2022 and held it in 3 quarters. The position peaked at $834K in Q2 2022. 149 funds tracked by Wall St. Rank hold LZ as of Q1 2023.

  • B. Metzler seel. Sohn & Co reported no remaining LegalZoom.com position as of Q1 2023 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 76,727 LegalZoom.com shares in Q1 2023, an estimated $594K.
  • B. Metzler seel. Sohn & Co first reported a position in LegalZoom.com in Q2 2022 and held it in 3 quarters.
  • B. Metzler seel. Sohn & Co's LegalZoom.com position peaked at $834K in Q2 2022.
  • 149 funds tracked by Wall St. Rank held LegalZoom.com as of Q1 2023.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2023, filed 10 May 2023.