APA
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American Portfolios Advisors’s Lazard LAZ Stock Holding History

American Portfolios Advisors’s Portfolio LAZ Stock Details LAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$25.3K Buy
795
+6
+0.8% +$216 ﹤0.01% 2066
2022
Q2 		$25.6K Sell
789
-1,416
-64% -$47.8K ﹤0.01% 2104
2022
Q1 		$76.1K Buy
2,205
+1,106
+101% +$42.8K ﹤0.01% 1667
2021
Q4 		$48K Sell
1,099
-120
-10% -$5.61K ﹤0.01% 1886
2021
Q3 		$55.8K Sell
1,219
-22
-2% -$1.03K ﹤0.01% 1712
2021
Q2 		$56.1K Sell
1,241
-3
-0.2% -$138 ﹤0.01% 1683
2021
Q1 		$54.1K Buy
1,244
+334
+37% +$14.2K ﹤0.01% 1573
2020
Q4 		$38.5K Buy
910
+107
+13% +$4.04K ﹤0.01% 1522
2020
Q3 		$26.5K Buy
803
+7
+0.9% +$216 ﹤0.01% 1566
2020
Q2 		$22.8K Buy
796
+8
+1% +$217 ﹤0.01% 1585
2020
Q1 		$18.6K Sell
788
-1,808
-70% -$66.9K ﹤0.01% 1560
2019
Q4 		$104K Sell
2,596
-926
-26% -$35K 0.01% 1025
2019
Q3 		$123K Sell
3,522
-183
-5% -$6.48K 0.01% 905
2019
Q2 		$127K Buy
3,705
+1,924
+108% +$69K 0.01% 888
2019
Q1 		$64.4K Buy
1,781
+1,368
+331% +$51.4K 0.01% 1085
2018
Q4 		$15.2K Buy
413
+5
+1% +$200 ﹤0.01% 1478
2018
Q3 		$19.7K Buy
408
+3
+0.7% +$149 ﹤0.01% 1494
2018
Q2 		$19.8K Buy
405
+2
+0.5% +$106 ﹤0.01% 1456
2018
Q1 		$21.2K Sell
403
-92
-19% -$5.11K ﹤0.01% 1360
2017
Q4 		$26K Buy
+495
New +$23.7K ﹤0.01% 1236

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

American Portfolios Advisors's LAZ Position: Q3 2022 in Review

American Portfolios Advisors increased its Lazard (LAZ) stake by 0.76% in Q3 2022, buying an estimated $216 and bringing the position to 795 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

American Portfolios Advisors first reported a position in LAZ in Q4 2017 and has held it in 20 quarters since. The position peaked at $127K in Q2 2019. 216 funds tracked by Wall St. Rank hold LAZ as of Q3 2022.

  • American Portfolios Advisors held 795 shares of Lazard worth $25.3K as of Q3 2022.
  • American Portfolios Advisors bought 6 Lazard shares in Q3 2022, an estimated $216.
  • Lazard made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2066 holding.
  • American Portfolios Advisors first reported a position in Lazard in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Lazard position peaked at $127K in Q2 2019.
  • 216 funds tracked by Wall St. Rank held Lazard as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.