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PSI Advisors’s LegalZoom.com LZ Stock Holding History

PSI 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
2023
Q3 		– Sell
-200
Closed -$2.42K – 875
2023
Q2 		$2.42K Hold
200
– – ﹤0.01% 651
2023
Q1 		$1.88K Buy
+200
New +$1.69K ﹤0.01% 615

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

PSI Advisors's LZ Position: Q3 2023 in Review

PSI Advisors sold out of LegalZoom.com (LZ) in Q3 2023, closing a stake of 200 shares — an estimated $2.42K sold.

PSI Advisors first reported a position in LZ in Q1 2023 and held it in 2 quarters. The position peaked at $2.42K in Q2 2023. 181 funds tracked by Wall St. Rank hold LZ as of Q3 2023.

  • PSI Advisors reported no remaining LegalZoom.com position as of Q3 2023 after selling out during the quarter.
  • PSI Advisors sold 200 LegalZoom.com shares in Q3 2023, an estimated $2.42K.
  • PSI Advisors first reported a position in LegalZoom.com in Q1 2023 and held it in 2 quarters.
  • PSI Advisors's LegalZoom.com position peaked at $2.42K in Q2 2023.
  • 181 funds tracked by Wall St. Rank held LegalZoom.com as of Q3 2023.

Based on PSI Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.