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 – 1628
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% 1230
2022
Q2 		$0 Buy
28
+1
+4% +$34 ﹤0.01% 1154
2022
Q1 		$0 Hold
27
– – ﹤0.01% 1173
2021
Q4 		$1K Buy
+27
New +$1.26K ﹤0.01% 1032

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
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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Avior Wealth Management's LAZ Position: Q1 2025 in Review

Avior Wealth Management sold out of Lazard (LAZ) in Q1 2025, closing a stake of 32 shares — an estimated $1.65K sold.

Avior Wealth Management first reported a position in LAZ in Q4 2021 and held it in 13 quarters. The position peaked at $1.65K in Q4 2024. 287 funds tracked by Wall St. Rank hold LAZ as of Q1 2025.

  • Avior Wealth Management reported no remaining Lazard position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 32 Lazard shares in Q1 2025, an estimated $1.65K.
  • Avior Wealth Management first reported a position in Lazard in Q4 2021 and held it in 13 quarters.
  • Avior Wealth Management's Lazard position peaked at $1.65K in Q4 2024.
  • 287 funds tracked by Wall St. Rank held Lazard as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.