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Atria Wealth Solutions’s La-Z-Boy LZB Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-4,734
Closed -$206K – 1993
2024
Q4 		$206K Hold
4,734
– – ﹤0.01% 1814
2024
Q3 		$203K Buy
+4,734
New +$195K ﹤0.01% 1785

Other funds holding LZB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Atria Wealth Solutions's LZB Position: Q1 2025 in Review

Atria Wealth Solutions sold out of La-Z-Boy (LZB) in Q1 2025, closing a stake of 4,734 shares — an estimated $206K sold.

Atria Wealth Solutions first reported a position in LZB in Q3 2024 and held it in 2 quarters. The position peaked at $206K in Q4 2024. 246 funds tracked by Wall St. Rank hold LZB as of Q1 2025.

  • Atria Wealth Solutions reported no remaining La-Z-Boy position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,734 La-Z-Boy shares in Q1 2025, an estimated $206K.
  • Atria Wealth Solutions first reported a position in La-Z-Boy in Q3 2024 and held it in 2 quarters.
  • Atria Wealth Solutions's La-Z-Boy position peaked at $206K in Q4 2024.
  • 246 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.