PCA
LZ icon

Personal Capital Advisors’s LegalZoom.com LZ Stock Holding History

Personal Capital 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
Q4 		$958K Sell
123,800
-67,958
-35% -$590K ﹤0.01% 240
2022
Q3 		$1.64M Hold
191,758
– – 0.01% 215
2022
Q2 		$2.11M Buy
191,758
+129,832
+210% +$1.72M 0.01% 209
2022
Q1 		$876K Sell
61,926
-68,074
-52% -$1.02M ﹤0.01% 256
2021
Q4 		$2.09M Buy
+130,000
New +$2.76M 0.01% 226

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
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IVMX
Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return
BlackRock
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
KDA
KPCB DGF Associates Menlo Park, California $58.3M AUM 27.35% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Personal Capital Advisors's LZ Position: Q4 2022 in Review

Personal Capital Advisors reduced its LegalZoom.com (LZ) stake by 35% in Q4 2022, selling an estimated $590K and leaving 123,800 shares worth $958K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

Personal Capital Advisors first reported a position in LZ in Q4 2021 and has held it in 5 quarters since. The position peaked at $2.11M in Q2 2022. 152 funds tracked by Wall St. Rank hold LZ as of Q4 2022.

  • Personal Capital Advisors held 123,800 shares of LegalZoom.com worth $958K as of Q4 2022.
  • Personal Capital Advisors sold 67,958 LegalZoom.com shares in Q4 2022, an estimated $590K.
  • LegalZoom.com made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #240 holding.
  • Personal Capital Advisors first reported a position in LegalZoom.com in Q4 2021 and has held it in 5 quarters since.
  • Personal Capital Advisors's LegalZoom.com position peaked at $2.11M in Q2 2022.
  • 152 funds tracked by Wall St. Rank held LegalZoom.com as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.