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Claret Asset Management’s LegalZoom.com LZ Stock Holding History

Claret Asset 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
2023
Q2 		– Sell
-10,778
Closed -$101K – 165
2023
Q1 		$101K Sell
10,778
-16
-0.1% -$135 0.02% 146
2022
Q4 		$84K Hold
10,794
– – 0.02% 142
2022
Q3 		$93K Sell
10,794
-210
-2% -$2.17K 0.02% 141
2022
Q2 		$121K Buy
+11,004
New +$145K 0.03% 144

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

Claret Asset Management's LZ Position: Q2 2023 in Review

Claret Asset Management sold out of LegalZoom.com (LZ) in Q2 2023, closing a stake of 10,778 shares — an estimated $101K sold.

Claret Asset Management first reported a position in LZ in Q2 2022 and held it in 4 quarters. The position peaked at $121K in Q2 2022. 174 funds tracked by Wall St. Rank hold LZ as of Q2 2023.

  • Claret Asset Management reported no remaining LegalZoom.com position as of Q2 2023 after selling out during the quarter.
  • Claret Asset Management sold 10,778 LegalZoom.com shares in Q2 2023, an estimated $101K.
  • Claret Asset Management first reported a position in LegalZoom.com in Q2 2022 and held it in 4 quarters.
  • Claret Asset Management's LegalZoom.com position peaked at $121K in Q2 2022.
  • 174 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2023.

Based on Claret Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.