Coastal Bridge Advisors’s LegalZoom.com LZ Stock Holding History

Coastal Bridge 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
2026 Q1	$5.98M	Hold	1,055,260	–	–	0.42%	56
2025 Q4	$10.5M	Sell	1,055,260 -60,000	-5%	-$595K	0.78%	29
2025 Q3	$11.6M	Sell	1,115,260 -122,375	-10%	-$1.22M	0.88%	25
2025 Q2	$11M	Buy	+1,237,635	New	+$10.4M	0.91%	22
2025 Q1	–	Sell	-1,282,010	Closed	-$9.63M	–	342
2024 Q4	$9.63M	Sell	1,282,010 -67,941	-5%	-$512K	2.42%	9
2024 Q3	$8.57M	Sell	1,349,951 -646,607	-32%	-$4.23M	2.12%	10
2024 Q2	$16.8M	Buy	1,996,558 +184,696	+10%	+$1.9M	4.16%	5
2024 Q1	$24.2M	Sell	1,811,862 -76,400	-4%	-$880K	5.56%	5
2023 Q4	$21.3M	Sell	1,888,262 -11,000	-0.6%	-$120K	5.47%	4
2023 Q3	$20.8M	Sell	1,899,262 -385,660	-17%	-$4.73M	5.57%	4
2023 Q2	$27.6M	Sell	2,284,922 -322,292	-12%	-$3.41M	6.76%	5
2023 Q1	$24.5M	Buy	2,607,214 +3,235	+0.1%	+$27.4K	6.18%	5
2022 Q4	$20.2M	Sell	2,603,979 -3,132	-0.1%	-$27.2K	5.72%	3
2022 Q3	$22.3M	Buy	2,607,111 +480,000	+23%	+$4.97M	6.01%	3
2022 Q2	$23.4M	Sell	2,127,111 -575,000	-21%	-$7.6M	7.19%	3
2022 Q1	$38.2M	Sell	2,702,111 -195,607	-7%	-$2.94M	8.79%	3
2021 Q4	$46.6M	Buy	+2,897,718	New	+$61.5M	9.7%	1

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Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return