Mission Wealth Management’s LegalZoom.com LZ Stock Holding History

Mission Wealth 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 Q4	–	Sell	-15,100	Closed	-$95.9K	–	698
2024 Q3	$95.9K	Buy	15,100 +3,100	+26%	+$20.3K	﹤0.01%	660
2024 Q2	$101K	Hold	12,000	–	–	﹤0.01%	642
2024 Q1	$160K	Sell	12,000 -4,633	-28%	-$53.4K	﹤0.01%	658
2023 Q4	$188K	Hold	16,633	–	–	0.01%	563
2023 Q3	$182K	Sell	16,633 -1,367	-8%	-$16.8K	0.01%	524
2023 Q2	$217K	Sell	18,000 -2,000	-10%	-$21.2K	0.01%	500
2023 Q1	$188K	Hold	20,000	–	–	0.01%	513
2022 Q4	$155K	Hold	20,000	–	–	0.01%	500
2022 Q3	$171K	Sell	20,000 -125	-0.6%	-$1.29K	0.01%	474
2022 Q2	$221K	Hold	20,125	–	–	0.01%	458
2022 Q1	$285K	Hold	20,125	–	–	0.01%	434
2021 Q4	$323K	Buy	+20,125	New	+$427K	0.01%	416

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

GPI Capital New York $287M AUM 42.76% 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

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

ACM

Ararat Capital Management Westport, Connecticut $213M AUM 42.16% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mission Wealth Management's LZ Position: Q4 2024 in Review

Mission Wealth Management sold out of LegalZoom.com (LZ) in Q4 2024, closing a stake of 15,100 shares — an estimated $95.9K sold.

Mission Wealth Management first reported a position in LZ in Q4 2021 and held it in 12 quarters. The position peaked at $323K in Q4 2021. 205 funds tracked by Wall St. Rank hold LZ as of Q4 2024.

Mission Wealth Management reported no remaining LegalZoom.com position as of Q4 2024 after selling out during the quarter.
Mission Wealth Management sold 15,100 LegalZoom.com shares in Q4 2024, an estimated $95.9K.
Mission Wealth Management first reported a position in LegalZoom.com in Q4 2021 and held it in 12 quarters.
Mission Wealth Management's LegalZoom.com position peaked at $323K in Q4 2021.
205 funds tracked by Wall St. Rank held LegalZoom.com as of Q4 2024.

Based on Mission Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.