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Avantax Advisory Services’s La-Z-Boy LZB Stock Holding History

Avantax Advisory Services’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
2020
Q3 		– Sell
-16,392
Closed -$445K – 1389
2020
Q2 		$445K Sell
16,392
-152
-0.9% -$3.65K 0.01% 511
2020
Q1 		$341K Buy
16,544
+331
+2% +$9.4K 0.01% 537
2019
Q4 		$511K Buy
16,213
+224
+1% +$7.51K 0.01% 471
2019
Q3 		$539K Buy
15,989
+4,581
+40% +$146K 0.02% 313
2019
Q2 		$350K Buy
11,408
+1,400
+14% +$45.6K 0.02% 365
2019
Q1 		$330K Buy
+10,008
New +$316K 0.02% 338

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Avantax Advisory Services's LZB Position: Q3 2020 in Review

Avantax Advisory Services sold out of La-Z-Boy (LZB) in Q3 2020, closing a stake of 16,392 shares — an estimated $445K sold.

Avantax Advisory Services first reported a position in LZB in Q1 2019 and held it in 6 quarters. The position peaked at $539K in Q3 2019. 217 funds tracked by Wall St. Rank hold LZB as of Q3 2020.

  • Avantax Advisory Services reported no remaining La-Z-Boy position as of Q3 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 16,392 La-Z-Boy shares in Q3 2020, an estimated $445K.
  • Avantax Advisory Services first reported a position in La-Z-Boy in Q1 2019 and held it in 6 quarters.
  • Avantax Advisory Services's La-Z-Boy position peaked at $539K in Q3 2019.
  • 217 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2020.

Based on Avantax Advisory Services's 13F filing for Q3 2020, filed 14 Oct 2020.