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Moneta Group Investment Advisors’s LegalZoom.com LZ Stock Holding History

Moneta Group Investment Advisors’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
Q1 		– Sell
-222,775
Closed -$3.58M – 471
2021
Q4 		$3.58M Buy
+222,775
New +$4.73M 0.15% 98

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 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
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return

Moneta Group Investment Advisors's LZ Position: Q1 2022 in Review

Moneta Group Investment Advisors sold out of LegalZoom.com (LZ) in Q1 2022, closing a stake of 222,775 shares — an estimated $3.58M sold.

Moneta Group Investment Advisors first reported a position in LZ in Q4 2021 and held it in 1 quarter. The position peaked at $3.58M in Q4 2021. 120 funds tracked by Wall St. Rank hold LZ as of Q1 2022.

  • Moneta Group Investment Advisors reported no remaining LegalZoom.com position as of Q1 2022 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 222,775 LegalZoom.com shares in Q1 2022, an estimated $3.58M.
  • Moneta Group Investment Advisors first reported a position in LegalZoom.com in Q4 2021 and held it in 1 quarter.
  • Moneta Group Investment Advisors's LegalZoom.com position peaked at $3.58M in Q4 2021.
  • 120 funds tracked by Wall St. Rank held LegalZoom.com as of Q1 2022.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2022, filed 11 May 2022.