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Comprehensive Financial Management’s LegalZoom.com LZ Stock Holding History

Comprehensive Financial 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
2022
Q3 		– Sell
-13,596
Closed -$149K – 58
2022
Q2 		$149K Buy
+13,596
New +$180K ﹤0.01% 51

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
IVMX
Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return
KDA
KPCB DGF Associates Menlo Park, California $58.3M AUM 27.35% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Comprehensive Financial Management's LZ Position: Q3 2022 in Review

Comprehensive Financial Management sold out of LegalZoom.com (LZ) in Q3 2022, closing a stake of 13,596 shares — an estimated $149K sold.

Comprehensive Financial Management first reported a position in LZ in Q2 2022 and held it in 1 quarter. The position peaked at $149K in Q2 2022. 135 funds tracked by Wall St. Rank hold LZ as of Q3 2022.

  • Comprehensive Financial Management reported no remaining LegalZoom.com position as of Q3 2022 after selling out during the quarter.
  • Comprehensive Financial Management sold 13,596 LegalZoom.com shares in Q3 2022, an estimated $149K.
  • Comprehensive Financial Management first reported a position in LegalZoom.com in Q2 2022 and held it in 1 quarter.
  • Comprehensive Financial Management's LegalZoom.com position peaked at $149K in Q2 2022.
  • 135 funds tracked by Wall St. Rank held LegalZoom.com as of Q3 2022.

Based on Comprehensive Financial Management's 13F filing for Q3 2022, filed 14 Nov 2022.