BWL
LZ icon

Bogart Wealth LLC’s LegalZoom.com LZ Stock Holding History

Bogart Wealth LLC’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
Q2 		– Sell
-64
Closed -$600 – 1090
2023
Q1 		$600 Buy
+64
New +$542 ﹤0.01% 1026

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KDA
KPCB DGF Associates Menlo Park, California $58.3M AUM 27.35% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
IVMX
Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 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

Bogart Wealth LLC's LZ Position: Q2 2023 in Review

Bogart Wealth LLC sold out of LegalZoom.com (LZ) in Q2 2023, closing a stake of 64 shares — an estimated $600 sold.

Bogart Wealth LLC first reported a position in LZ in Q1 2023 and held it in 1 quarter. The position peaked at $600 in Q1 2023. 174 funds tracked by Wall St. Rank hold LZ as of Q2 2023.

  • Bogart Wealth LLC reported no remaining LegalZoom.com position as of Q2 2023 after selling out during the quarter.
  • Bogart Wealth LLC sold 64 LegalZoom.com shares in Q2 2023, an estimated $600.
  • Bogart Wealth LLC first reported a position in LegalZoom.com in Q1 2023 and held it in 1 quarter.
  • Bogart Wealth LLC's LegalZoom.com position peaked at $600 in Q1 2023.
  • 174 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2023.

Based on Bogart Wealth LLC's 13F filing for Q2 2023, filed 31 Jul 2023.