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WoodTrust Financial’s LegalZoom.com LZ Stock Holding History

WoodTrust Financial’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
-58,100
Closed -$775K – 174
2024
Q1 		$775K Buy
58,100
+8,000
+16% +$92.1K 0.12% 96
2023
Q4 		$567K Buy
50,100
+19,000
+61% +$207K 0.1% 103
2023
Q3 		$340K Buy
+31,100
New +$381K 0.07% 119

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 $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WoodTrust Financial's LZ Position: Q2 2024 in Review

WoodTrust Financial sold out of LegalZoom.com (LZ) in Q2 2024, closing a stake of 58,100 shares — an estimated $775K sold.

WoodTrust Financial first reported a position in LZ in Q3 2023 and held it in 3 quarters. The position peaked at $775K in Q1 2024. 181 funds tracked by Wall St. Rank hold LZ as of Q2 2024.

  • WoodTrust Financial reported no remaining LegalZoom.com position as of Q2 2024 after selling out during the quarter.
  • WoodTrust Financial sold 58,100 LegalZoom.com shares in Q2 2024, an estimated $775K.
  • WoodTrust Financial first reported a position in LegalZoom.com in Q3 2023 and held it in 3 quarters.
  • WoodTrust Financial's LegalZoom.com position peaked at $775K in Q1 2024.
  • 181 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2024.

Based on WoodTrust Financial's 13F filing for Q2 2024, filed 13 Aug 2024.