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Patriot Financial Group Insurance Agency’s LegalZoom.com LZ Stock Holding History

Patriot Financial Group Insurance Agency’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
2021
Q4 		– Sell
-2,975
Closed -$79K – 2212
2021
Q3 		$79K Buy
+2,975
New +$105K 0.01% 720

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 $690M AUM 42.34% 1-Year Est. Return
IVMX
Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Patriot Financial Group Insurance Agency's LZ Position: Q4 2021 in Review

Patriot Financial Group Insurance Agency sold out of LegalZoom.com (LZ) in Q4 2021, closing a stake of 2,975 shares — an estimated $79K sold.

Patriot Financial Group Insurance Agency first reported a position in LZ in Q3 2021 and held it in 1 quarter. The position peaked at $79K in Q3 2021. 118 funds tracked by Wall St. Rank hold LZ as of Q4 2021.

  • Patriot Financial Group Insurance Agency reported no remaining LegalZoom.com position as of Q4 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,975 LegalZoom.com shares in Q4 2021, an estimated $79K.
  • Patriot Financial Group Insurance Agency first reported a position in LegalZoom.com in Q3 2021 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's LegalZoom.com position peaked at $79K in Q3 2021.
  • 118 funds tracked by Wall St. Rank held LegalZoom.com as of Q4 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2021, filed 10 Jan 2022.