AWM
LAZ icon

Avior Wealth Management’s Lazard LAZ Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-32
Closed -$1.65K – 1630
2024
Q4 		$1.65K Buy
32
+1
+3% +$54 ﹤0.01% 2147
2024
Q3 		$1.6K Hold
31
– – ﹤0.01% 2014
2024
Q2 		$1.2K Hold
31
– – ﹤0.01% 2014
2024
Q1 		$1.3K Buy
31
+1
+3% +$39 ﹤0.01% 2349
2023
Q4 		$1.07K Hold
30
– – ﹤0.01% 1368
2023
Q3 		$934 Buy
30
+1
+3% +$34 ﹤0.01% 1453
2023
Q2 		$949 Hold
29
– – ﹤0.01% 1419
2023
Q1 		$965 Buy
29
+1
+4% +$37 ﹤0.01% 1460
2022
Q4 		$998 Hold
28
– – ﹤0.01% 1123
2022
Q3 		$0 Hold
28
– – ﹤0.01% 1238
2022
Q2 		$0 Buy
28
+1
+4% +$34 ﹤0.01% 1162
2022
Q1 		$0 Hold
27
– – ﹤0.01% 1184
2021
Q4 		$1K Buy
+27
New +$1.26K ﹤0.01% 1032

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
BlackRock
BlackRock New York $5.7T 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return