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

FPM

Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

TD Asset Management's LZ Position: Q2 2024 in Review

TD Asset Management sold out of LegalZoom.com (LZ) in Q2 2024, closing a stake of 97,106 shares — an estimated $1.3M sold.

TD Asset Management first reported a position in LZ in Q2 2021 and held it in 12 quarters. The position peaked at $8.96M in Q4 2021. 181 funds tracked by Wall St. Rank hold LZ as of Q2 2024.

TD Asset Management reported no remaining LegalZoom.com position as of Q2 2024 after selling out during the quarter.
TD Asset Management sold 97,106 LegalZoom.com shares in Q2 2024, an estimated $1.3M.
TD Asset Management first reported a position in LegalZoom.com in Q2 2021 and held it in 12 quarters.
TD Asset Management's LegalZoom.com position peaked at $8.96M in Q4 2021.
181 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2024.

Based on TD Asset Management's 13F filing for Q2 2024, filed 2 Aug 2024.