TD Asset Management
LZ icon

TD Asset Management’s LegalZoom.com LZ Stock Holding History

TD Asset Management’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
-97,106
Closed -$1.3M – 1397
2024
Q1 		$1.3M Hold
97,106
– – ﹤0.01% 1122
2023
Q4 		$1.1M Buy
97,106
+30,600
+46% +$333K ﹤0.01% 1164
2023
Q3 		$728K Hold
66,506
– – ﹤0.01% 1203
2023
Q2 		$803K Buy
66,506
+4,600
+7% +$48.7K ﹤0.01% 1171
2023
Q1 		$581K Hold
61,906
– – ﹤0.01% 1235
2022
Q4 		$479K Hold
61,906
– – ﹤0.01% 1294
2022
Q3 		$540K Sell
61,906
-422,492
-87% -$4.37M ﹤0.01% 1285
2022
Q2 		$5.32M Hold
484,398
– – 0.01% 759
2022
Q1 		$6.85M Sell
484,398
-72,862
-13% -$1.1M 0.01% 752
2021
Q4 		$8.96M Buy
557,260
+424,494
+320% +$9.01M 0.01% 705
2021
Q3 		$3.5M Buy
132,766
+57,420
+76% +$2.02M ﹤0.01% 919
2021
Q2 		$2.77M Buy
+75,346
New +$2.85M ﹤0.01% 994

Other funds holding LZ

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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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return