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SYSTM Wealth Solutions’s LegalZoom.com LZ Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-2,190
Closed -$18.4K – 407
2024
Q2 		$18.4K Sell
2,190
-161,347
-99% -$1.66M ﹤0.01% 383
2024
Q1 		$2.18M Buy
163,537
+43,145
+36% +$497K 0.28% 108
2023
Q4 		$1.36M Buy
120,392
+9,837
+9% +$107K 0.19% 152
2023
Q3 		$1.21M Buy
+110,555
New +$1.36M 0.19% 151

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 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 $752M AUM 25.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.75B AUM 20.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SYSTM Wealth Solutions's LZ Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of LegalZoom.com (LZ) in Q3 2024, closing a stake of 2,190 shares — an estimated $18.4K sold.

SYSTM Wealth Solutions first reported a position in LZ in Q3 2023 and held it in 4 quarters. The position peaked at $2.18M in Q1 2024. 184 funds tracked by Wall St. Rank hold LZ as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining LegalZoom.com position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 2,190 LegalZoom.com shares in Q3 2024, an estimated $18.4K.
  • SYSTM Wealth Solutions first reported a position in LegalZoom.com in Q3 2023 and held it in 4 quarters.
  • SYSTM Wealth Solutions's LegalZoom.com position peaked at $2.18M in Q1 2024.
  • 184 funds tracked by Wall St. Rank held LegalZoom.com as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.