SAA
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Southeast Asset Advisors’s LegalZoom.com LZ Stock Holding History

Southeast Asset 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
2021
Q4 		– Sell
-16,462
Closed -$435K – 148
2021
Q3 		$435K Buy
+16,462
New +$579K 0.07% 102

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
IVMX
Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
KDA
KPCB DGF Associates Menlo Park, California $58.3M AUM 27.35% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Southeast Asset Advisors's LZ Position: Q4 2021 in Review

Southeast Asset Advisors sold out of LegalZoom.com (LZ) in Q4 2021, closing a stake of 16,462 shares — an estimated $435K sold.

Southeast Asset Advisors first reported a position in LZ in Q3 2021 and held it in 1 quarter. The position peaked at $435K in Q3 2021. 118 funds tracked by Wall St. Rank hold LZ as of Q4 2021.

  • Southeast Asset Advisors reported no remaining LegalZoom.com position as of Q4 2021 after selling out during the quarter.
  • Southeast Asset Advisors sold 16,462 LegalZoom.com shares in Q4 2021, an estimated $435K.
  • Southeast Asset Advisors first reported a position in LegalZoom.com in Q3 2021 and held it in 1 quarter.
  • Southeast Asset Advisors's LegalZoom.com position peaked at $435K in Q3 2021.
  • 118 funds tracked by Wall St. Rank held LegalZoom.com as of Q4 2021.

Based on Southeast Asset Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.