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Glassman Wealth Services’s LegalZoom.com LZ Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-57
Closed -$644 – 1112
2023
Q4 		$644 Hold
57
– – ﹤0.01% 1663
2023
Q3 		$624 Hold
57
– – ﹤0.01% 1688
2023
Q2 		$689 Buy
+57
New +$603 ﹤0.01% 1568
2022
Q3 		– Sell
-24
Closed – – 1858
2022
Q2 		$0 Buy
+24
New +$317 ﹤0.01% 1864

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
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Glassman Wealth Services's LZ Position: Q1 2024 in Review

Glassman Wealth Services sold out of LegalZoom.com (LZ) in Q1 2024, closing a stake of 57 shares — an estimated $644 sold.

Glassman Wealth Services first reported a position in LZ in Q2 2022 and held it in 4 quarters. The position peaked at $689 in Q2 2023. 195 funds tracked by Wall St. Rank hold LZ as of Q1 2024.

  • Glassman Wealth Services reported no remaining LegalZoom.com position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 57 LegalZoom.com shares in Q1 2024, an estimated $644.
  • Glassman Wealth Services first reported a position in LegalZoom.com in Q2 2022 and held it in 4 quarters.
  • Glassman Wealth Services's LegalZoom.com position peaked at $689 in Q2 2023.
  • 195 funds tracked by Wall St. Rank held LegalZoom.com as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.