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BerganKDV Wealth Management’s LegalZoom.com LZ Stock Holding History

BerganKDV 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
2022
Q2 		– Sell
-29
Closed – – 1020
2022
Q1 		$0 Buy
+29
New +$436 ﹤0.01% 1054

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
IVMX
Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KDA
KPCB DGF Associates Menlo Park, California $58.3M AUM 27.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BerganKDV Wealth Management's LZ Position: Q2 2022 in Review

BerganKDV Wealth Management sold out of LegalZoom.com (LZ) in Q2 2022, closing a stake of 29 shares.

BerganKDV Wealth Management first reported a position in LZ in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 131 funds tracked by Wall St. Rank hold LZ as of Q2 2022.

  • BerganKDV Wealth Management reported no remaining LegalZoom.com position as of Q2 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 29 LegalZoom.com shares in Q2 2022.
  • BerganKDV Wealth Management first reported a position in LegalZoom.com in Q1 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's LegalZoom.com position peaked at $0 in Q1 2022.
  • 131 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2022.

Based on BerganKDV Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.