Northwestern Mutual Wealth Management
LZ icon

Northwestern Mutual Wealth Management’s LegalZoom.com LZ Stock Holding History

Northwestern Mutual 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
2023
Q3 		– Sell
-175
Closed -$2.11K – 3442
2023
Q2 		$2.11K Buy
+175
New +$1.85K ﹤0.01% 2977

Other funds holding LZ

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TCMI
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
KDA
KPCB DGF Associates Menlo Park, California $58.3M AUM 27.35% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
IVMX
Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return

Northwestern Mutual Wealth Management's LZ Position: Q3 2023 in Review

Northwestern Mutual Wealth Management sold out of LegalZoom.com (LZ) in Q3 2023, closing a stake of 175 shares — an estimated $2.11K sold.

Northwestern Mutual Wealth Management first reported a position in LZ in Q2 2023 and held it in 1 quarter. The position peaked at $2.11K in Q2 2023. 181 funds tracked by Wall St. Rank hold LZ as of Q3 2023.

  • Northwestern Mutual Wealth Management reported no remaining LegalZoom.com position as of Q3 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 175 LegalZoom.com shares in Q3 2023, an estimated $2.11K.
  • Northwestern Mutual Wealth Management first reported a position in LegalZoom.com in Q2 2023 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's LegalZoom.com position peaked at $2.11K in Q2 2023.
  • 181 funds tracked by Wall St. Rank held LegalZoom.com as of Q3 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.