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Concourse Financial Group Securities’s LegalZoom.com LZ Stock Holding History

Concourse Financial Group Securities’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
Q2 		– Sell
-689
Closed -$7.09K – 2354
2024
Q1 		$9.19K Sell
689
-11,572
-94% -$133K ﹤0.01% 1734
2023
Q4 		$139K Buy
+12,261
New +$133K 0.01% 786

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Concourse Financial Group Securities's LZ Position: Q2 2024 in Review

Concourse Financial Group Securities sold out of LegalZoom.com (LZ) in Q2 2024, closing a stake of 689 shares — an estimated $7.09K sold.

Concourse Financial Group Securities first reported a position in LZ in Q4 2023 and held it in 2 quarters. The position peaked at $139K in Q4 2023. 181 funds tracked by Wall St. Rank hold LZ as of Q2 2024.

  • Concourse Financial Group Securities reported no remaining LegalZoom.com position as of Q2 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 689 LegalZoom.com shares in Q2 2024, an estimated $7.09K.
  • Concourse Financial Group Securities first reported a position in LegalZoom.com in Q4 2023 and held it in 2 quarters.
  • Concourse Financial Group Securities's LegalZoom.com position peaked at $139K in Q4 2023.
  • 181 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2024.

Based on Concourse Financial Group Securities's 13F filing for Q2 2024, filed 23 Jul 2024.