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PTC
Petrus Trust Company’s
LegalZoom.com
LZ
Stock Holding History
Petrus Trust Company’s Portfolio
LZ Stock Details
LZ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-18,754
Closed
-$167K
–
380
2025
Q2
$167K
Sell
18,754
-46,935
-71%
-$393K
0.02%
475
2025
Q1
$566K
Buy
+65,689
New
+$588K
0.05%
153
2024
Q1
–
Sell
-70,021
Closed
-$791K
–
731
2023
Q4
$791K
Buy
+70,021
New
+$762K
0.08%
80
2023
Q2
–
Sell
-47,411
Closed
-$445K
–
684
2023
Q1
$445K
Buy
47,411
+8,616
+22%
+$73K
0.05%
122
2022
Q4
$300K
Buy
38,795
+21,906
+130%
+$190K
0.04%
262
2022
Q3
$145K
Buy
16,889
+6,172
+58%
+$63.9K
0.02%
201
2022
Q2
$118K
Buy
+10,717
New
+$142K
0.02%
108
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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