Envestnet Asset Management
LZ icon

Envestnet Asset Management’s LegalZoom.com LZ Stock Holding History

Envestnet Asset 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
2024
Q3 		– Sell
-70,772
Closed -$594K – 4272
2024
Q2 		$594K Sell
70,772
-173,558
-71% -$1.79M ﹤0.01% 3357
2024
Q1 		$3.26M Buy
244,330
+64,716
+36% +$745K ﹤0.01% 2269
2023
Q4 		$2.03M Buy
179,614
+154,005
+601% +$1.68M ﹤0.01% 2462
2023
Q3 		$280K Buy
+25,609
New +$314K ﹤0.01% 3561

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Envestnet Asset Management's LZ Position: Q3 2024 in Review

Envestnet Asset Management sold out of LegalZoom.com (LZ) in Q3 2024, closing a stake of 70,772 shares — an estimated $594K sold.

Envestnet Asset Management first reported a position in LZ in Q3 2023 and held it in 4 quarters. The position peaked at $3.26M in Q1 2024. 184 funds tracked by Wall St. Rank hold LZ as of Q3 2024.

  • Envestnet Asset Management reported no remaining LegalZoom.com position as of Q3 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 70,772 LegalZoom.com shares in Q3 2024, an estimated $594K.
  • Envestnet Asset Management first reported a position in LegalZoom.com in Q3 2023 and held it in 4 quarters.
  • Envestnet Asset Management's LegalZoom.com position peaked at $3.26M in Q1 2024.
  • 184 funds tracked by Wall St. Rank held LegalZoom.com as of Q3 2024.

Based on Envestnet Asset Management's 13F filing for Q3 2024, filed 7 Nov 2024.