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Caprock Group’s LegalZoom.com LZ Stock Holding History

Caprock Group’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
-12,751
Closed -$98.7K – 665
2022
Q4 		$98.7K Buy
12,751
+251
+2% +$2.18K 0.01% 536
2022
Q3 		$107K Hold
12,500
– – 0.01% 544
2022
Q2 		$137K Hold
12,500
– – 0.01% 523
2022
Q1 		$177K Hold
12,500
– – 0.02% 567
2021
Q4 		$201K Buy
+12,500
New +$265K 0.02% 548

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

Caprock Group's LZ Position: Q1 2023 in Review

Caprock Group sold out of LegalZoom.com (LZ) in Q1 2023, closing a stake of 12,751 shares — an estimated $98.7K sold.

Caprock Group first reported a position in LZ in Q4 2021 and held it in 5 quarters. The position peaked at $201K in Q4 2021. 149 funds tracked by Wall St. Rank hold LZ as of Q1 2023.

  • Caprock Group reported no remaining LegalZoom.com position as of Q1 2023 after selling out during the quarter.
  • Caprock Group sold 12,751 LegalZoom.com shares in Q1 2023, an estimated $98.7K.
  • Caprock Group first reported a position in LegalZoom.com in Q4 2021 and held it in 5 quarters.
  • Caprock Group's LegalZoom.com position peaked at $201K in Q4 2021.
  • 149 funds tracked by Wall St. Rank held LegalZoom.com as of Q1 2023.

Based on Caprock Group's 13F filing for Q1 2023, filed 26 Apr 2023.