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Abundance Wealth Counselors’s La-Z-Boy LZB Stock Holding History

Abundance Wealth Counselors’s Portfolio LZB Stock Details LZB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-500
Closed -$21K – 227
2021
Q1 		$21K Buy
+500
New +$20.9K 0.01% 226

Other funds holding LZB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Abundance Wealth Counselors's LZB Position: Q2 2021 in Review

Abundance Wealth Counselors sold out of La-Z-Boy (LZB) in Q2 2021, closing a stake of 500 shares — an estimated $21K sold.

Abundance Wealth Counselors first reported a position in LZB in Q1 2021 and held it in 1 quarter. The position peaked at $21K in Q1 2021. 228 funds tracked by Wall St. Rank hold LZB as of Q2 2021.

  • Abundance Wealth Counselors reported no remaining La-Z-Boy position as of Q2 2021 after selling out during the quarter.
  • Abundance Wealth Counselors sold 500 La-Z-Boy shares in Q2 2021, an estimated $21K.
  • Abundance Wealth Counselors first reported a position in La-Z-Boy in Q1 2021 and held it in 1 quarter.
  • Abundance Wealth Counselors's La-Z-Boy position peaked at $21K in Q1 2021.
  • 228 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2021.

Based on Abundance Wealth Counselors's 13F filing for Q2 2021, filed 21 Jul 2021.