Evoke Wealth’s LegalZoom.com LZ Stock Holding History

Evoke Wealth’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	-353	Closed	-$4K	–	1219
2022 Q2	$4K	Buy	+353	New	+$4.66K	﹤0.01%	941

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Evoke Wealth's LZ Position: Q3 2022 in Review

Evoke Wealth sold out of LegalZoom.com (LZ) in Q3 2022, closing a stake of 353 shares — an estimated $4K sold.

Evoke Wealth first reported a position in LZ in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 135 funds tracked by Wall St. Rank hold LZ as of Q3 2022.

Evoke Wealth reported no remaining LegalZoom.com position as of Q3 2022 after selling out during the quarter.
Evoke Wealth sold 353 LegalZoom.com shares in Q3 2022, an estimated $4K.
Evoke Wealth first reported a position in LegalZoom.com in Q2 2022 and held it in 1 quarter.
Evoke Wealth's LegalZoom.com position peaked at $4K in Q2 2022.
135 funds tracked by Wall St. Rank held LegalZoom.com as of Q3 2022.

Based on Evoke Wealth's 13F filing for Q3 2022, filed 7 Nov 2022.