RJA
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Raymond James & Associates’s LegalZoom.com LZ Stock Holding History

Raymond James & Associates’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
2024
Q2 		– Sell
-12,994
Closed -$173K – 4037
2024
Q1 		$173K Sell
12,994
-2,013
-13% -$23.2K ﹤0.01% 3650
2023
Q4 		$170K Buy
+15,007
New +$163K ﹤0.01% 3555
2023
Q1 		– Sell
-154,853
Closed -$1.2M – 3981
2022
Q4 		$1.2M Sell
154,853
-35,294
-19% -$306K ﹤0.01% 2328
2022
Q3 		$1.63M Buy
190,147
+49,662
+35% +$514K ﹤0.01% 2101
2022
Q2 		$1.54M Buy
+140,485
New +$1.86M ﹤0.01% 2177

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Raymond James & Associates's LZ Position: Q2 2024 in Review

Raymond James & Associates sold out of LegalZoom.com (LZ) in Q2 2024, closing a stake of 12,994 shares — an estimated $173K sold.

Raymond James & Associates first reported a position in LZ in Q2 2022 and held it in 5 quarters. The position peaked at $1.63M in Q3 2022. 181 funds tracked by Wall St. Rank hold LZ as of Q2 2024.

  • Raymond James & Associates reported no remaining LegalZoom.com position as of Q2 2024 after selling out during the quarter.
  • Raymond James & Associates sold 12,994 LegalZoom.com shares in Q2 2024, an estimated $173K.
  • Raymond James & Associates first reported a position in LegalZoom.com in Q2 2022 and held it in 5 quarters.
  • Raymond James & Associates's LegalZoom.com position peaked at $1.63M in Q3 2022.
  • 181 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2024.

Based on Raymond James & Associates's 13F filing for Q2 2024, filed 19 Jul 2024.