CoreCap Advisors’s LegalZoom.com LZ Stock Holding History

CoreCap 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
2025 Q2	–	Sell	-212	Closed	-$1.82K	–	3041
2025 Q1	$1.82K	Hold	212	–	–	﹤0.01%	2379
2024 Q4	$1.59K	Buy	+212	New	+$1.6K	﹤0.01%	2284

Other funds holding LZ

FPM

Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CoreCap Advisors's LZ Position: Q2 2025 in Review

CoreCap Advisors sold out of LegalZoom.com (LZ) in Q2 2025, closing a stake of 212 shares — an estimated $1.82K sold.

CoreCap Advisors first reported a position in LZ in Q4 2024 and held it in 2 quarters. The position peaked at $1.82K in Q1 2025. 233 funds tracked by Wall St. Rank hold LZ as of Q2 2025.

CoreCap Advisors reported no remaining LegalZoom.com position as of Q2 2025 after selling out during the quarter.
CoreCap Advisors sold 212 LegalZoom.com shares in Q2 2025, an estimated $1.82K.
CoreCap Advisors first reported a position in LegalZoom.com in Q4 2024 and held it in 2 quarters.
CoreCap Advisors's LegalZoom.com position peaked at $1.82K in Q1 2025.
233 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2025.

Based on CoreCap Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.