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PFS Investments’s LegalZoom.com LZ Stock Holding History

PFS Investments’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
Q2 		$298K Buy
24,642
+5,280
+27% +$55.9K ﹤0.01% 445
2023
Q1 		$176K Buy
19,362
+6,603
+52% +$55.9K ﹤0.01% 489
2022
Q4 		$99K Buy
12,759
+2,528
+25% +$21.9K ﹤0.01% 437
2022
Q3 		$88K Buy
+10,231
New +$106K ﹤0.01% 414

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
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 $6.73T AUM 46.02% 1-Year Est. Return
KDA
KPCB DGF Associates Menlo Park, California $58.3M AUM 27.35% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
IVMX
Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return

PFS Investments's LZ Position: Q2 2023 in Review

PFS Investments increased its LegalZoom.com (LZ) stake by 27% in Q2 2023, buying an estimated $55.9K and bringing the position to 24,642 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

PFS Investments first reported a position in LZ in Q3 2022 and has held it in 4 quarters since. 174 funds tracked by Wall St. Rank hold LZ as of Q2 2023.

  • PFS Investments held 24,642 shares of LegalZoom.com worth $298K as of Q2 2023.
  • PFS Investments bought 5,280 LegalZoom.com shares in Q2 2023, an estimated $55.9K.
  • LegalZoom.com made up ﹤0.01% of PFS Investments's portfolio in Q2 2023, its #445 holding.
  • PFS Investments first reported a position in LegalZoom.com in Q3 2022 and has held it in 4 quarters since.
  • 174 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.