Pasadena Private Wealth’s LegalZoom.com LZ Stock Holding History

Pasadena Private 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
2023 Q3	–	Sell	-13,037	Closed	-$157K	–	111
2023 Q2	$157K	Hold	13,037	–	–	0.04%	98
2023 Q1	$122K	Sell	13,037 -963	-7%	-$8.15K	0.04%	94
2022 Q4	$108K	Hold	14,000	–	–	0.03%	93
2022 Q3	$120K	Hold	14,000	–	–	0.04%	83
2022 Q2	$154K	Sell	14,000 -2,000	-13%	-$26.4K	0.05%	81
2022 Q1	$226K	Hold	16,000	–	–	0.07%	80
2021 Q4	$257K	Buy	+16,000	New	+$339K	0.08%	85

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

KDA

KPCB DGF Associates Menlo Park, California $58.3M AUM 27.35% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

IVMX

Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return

Pasadena Private Wealth's LZ Position: Q3 2023 in Review

Pasadena Private Wealth sold out of LegalZoom.com (LZ) in Q3 2023, closing a stake of 13,037 shares — an estimated $157K sold.

Pasadena Private Wealth first reported a position in LZ in Q4 2021 and held it in 7 quarters. The position peaked at $257K in Q4 2021. 181 funds tracked by Wall St. Rank hold LZ as of Q3 2023.

Pasadena Private Wealth reported no remaining LegalZoom.com position as of Q3 2023 after selling out during the quarter.
Pasadena Private Wealth sold 13,037 LegalZoom.com shares in Q3 2023, an estimated $157K.
Pasadena Private Wealth first reported a position in LegalZoom.com in Q4 2021 and held it in 7 quarters.
Pasadena Private Wealth's LegalZoom.com position peaked at $257K in Q4 2021.
181 funds tracked by Wall St. Rank held LegalZoom.com as of Q3 2023.

Based on Pasadena Private Wealth's 13F filing for Q3 2023, filed 11 Oct 2023.