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Duality Advisers’s LegalZoom.com LZ Stock Holding History

Duality Advisers’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
-14,119
Closed -$188K – 317
2024
Q1 		$188K Sell
14,119
-1,491
-10% -$17.2K 0.02% 569
2023
Q4 		$176K Buy
+15,610
New +$170K 0.02% 553

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 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 $752M AUM 25.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.75B AUM 20.09% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Duality Advisers's LZ Position: Q2 2024 in Review

Duality Advisers sold out of LegalZoom.com (LZ) in Q2 2024, closing a stake of 14,119 shares — an estimated $188K sold.

Duality Advisers first reported a position in LZ in Q4 2023 and held it in 2 quarters. The position peaked at $188K in Q1 2024. 181 funds tracked by Wall St. Rank hold LZ as of Q2 2024.

  • Duality Advisers reported no remaining LegalZoom.com position as of Q2 2024 after selling out during the quarter.
  • Duality Advisers sold 14,119 LegalZoom.com shares in Q2 2024, an estimated $188K.
  • Duality Advisers first reported a position in LegalZoom.com in Q4 2023 and held it in 2 quarters.
  • Duality Advisers's LegalZoom.com position peaked at $188K in Q1 2024.
  • 181 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.