AWA
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Arkadios Wealth Advisors’s Lazard LAZ Stock Holding History

Arkadios Wealth 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
2021
Q4 		– Sell
-109
Closed -$4K – 1240
2021
Q3 		$4K Hold
109
– – ﹤0.01% 1652
2021
Q2 		$4K Hold
109
– – ﹤0.01% 1767
2021
Q1 		$4K Buy
+109
New +$4.64K ﹤0.01% 1416

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Arkadios Wealth Advisors's LAZ Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Lazard (LAZ) in Q4 2021, closing a stake of 109 shares — an estimated $4K sold.

Arkadios Wealth Advisors first reported a position in LAZ in Q1 2021 and held it in 3 quarters. The position peaked at $4K in Q3 2021. 250 funds tracked by Wall St. Rank hold LAZ as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Lazard position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 109 Lazard shares in Q4 2021, an estimated $4K.
  • Arkadios Wealth Advisors first reported a position in Lazard in Q1 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Lazard position peaked at $4K in Q3 2021.
  • 250 funds tracked by Wall St. Rank held Lazard as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.