CPA
LZ icon

Capital Performance Advisors’s LegalZoom.com LZ Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-458
Closed -$2.91K – 1603
2024
Q3 		$2.91K Buy
+458
New +$3K ﹤0.01% 1367

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
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
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
ACM
Ararat Capital Management Westport, Connecticut $213M AUM 42.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Performance Advisors's LZ Position: Q4 2024 in Review

Capital Performance Advisors sold out of LegalZoom.com (LZ) in Q4 2024, closing a stake of 458 shares — an estimated $2.91K sold.

Capital Performance Advisors first reported a position in LZ in Q3 2024 and held it in 1 quarter. The position peaked at $2.91K in Q3 2024. 205 funds tracked by Wall St. Rank hold LZ as of Q4 2024.

  • Capital Performance Advisors reported no remaining LegalZoom.com position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 458 LegalZoom.com shares in Q4 2024, an estimated $2.91K.
  • Capital Performance Advisors first reported a position in LegalZoom.com in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's LegalZoom.com position peaked at $2.91K in Q3 2024.
  • 205 funds tracked by Wall St. Rank held LegalZoom.com as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.