Summit Trail Advisors, LLC Legalzoom.Com, Inc. Transaction History

Summit Trail Advisors, LLC

$2.68 Billion
Q4 2024

A detailed history of Summit Trail Advisors, LLC transactions in Legalzoom.Com, Inc. stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 73,531 shares of LZ stock, worth $666,926. This represents 0.02% of its overall portfolio holdings.

Number of Shares

73,531

Previous 68,834 6.82%

Holding current value

$666,926

Previous $437,000 26.32%

% of portfolio

0.02%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$6.33 - $9.22 $29,732 - $43,306	4,697 Added 6.82%	73,531 $552,000
Q3 2024 Nov 12, 2024	SELL	$5.57 - $8.26 $359,142 - $532,588	-64,478 Reduced 48.37%	68,834 $437,000
Q2 2024 Aug 13, 2024	SELL	$8.03 - $13.41 $1,332 - $2,226	-166 Reduced 0.12%	133,312 $1.12 Million
Q1 2024 Apr 23, 2024	SELL	$9.76 - $13.59 $585 - $815	-60 Reduced 0.04%	133,478 $1.78 Million
Q4 2023 Feb 06, 2024	SELL	$9.85 - $11.87 $39,843 - $48,014	-4,045 Reduced 2.94%	133,538 $1.51 Million
Q3 2023 Oct 30, 2023	BUY	$9.93 - $15.51 $44,605 - $69,670	4,492 Added 3.38%	137,583 $1.51 Million
Q2 2023 Jul 25, 2023	BUY	$7.47 - $13.18 $113,103 - $199,558	15,141 Added 12.84%	133,091 $1.61 Million
Q1 2023 May 04, 2023	BUY	$7.71 - $9.38 $2,020 - $2,457	262 Added 0.22%	117,950 $1.11 Million
Q4 2022 Feb 07, 2023	SELL	$7.52 - $10.44 $410,937 - $570,504	-54,646 Reduced 31.71%	117,688 $910,000
Q2 2022 Aug 09, 2022	BUY	$10.46 - $15.45 $1.8 Million - $2.66 Million	172,334 New	172,334 $1.89 Million

Others Institutions Holding LZ

# of Institutions

209

Shares Held

146M

Call Options Held

699K

Put Options Held

329K

View Full List

About LEGALZOOM.COM, INC.

Ticker LZ
Exchange NASDAQ
Sector Industrials
Industry Specialty Business Services
Shares Outstandng 194,559,008
Market Cap $1.76B
Description
LegalZoom.com, Inc. operates an online platform for legal and compliance solutions in the United States. The company's platform offers products and services, including business formations, creating estate planning documents, protecting intellectual property, completing certain forms and agreements, providing access to independent attorney advice...

More about LZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Trail Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Trail Advisors, LLC with notifications on news.

Account

Summit Trail Advisors, LLC Legalzoom.Com, Inc. Transaction History