AWM
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Avior Wealth Management’s La-Z-Boy LZB Stock Holding History

Avior Wealth Management’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
-17
Closed -$740 – 1668
2024
Q4 		$740 Hold
17
– – ﹤0.01% 2239
2024
Q3 		$729 Sell
17
-92
-84% -$3.79K ﹤0.01% 2118
2024
Q2 		$4.06K Buy
109
+83
+319% +$2.93K ﹤0.01% 1782
2024
Q1 		$978 Buy
+26
New +$950 ﹤0.01% 2404

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Avior Wealth Management sold out of La-Z-Boy (LZB) in Q1 2025, closing a stake of 17 shares — an estimated $740 sold.

Avior Wealth Management first reported a position in LZB in Q1 2024 and held it in 4 quarters. The position peaked at $4.06K in Q2 2024. 246 funds tracked by Wall St. Rank hold LZB as of Q1 2025.

  • Avior Wealth Management reported no remaining La-Z-Boy position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 17 La-Z-Boy shares in Q1 2025, an estimated $740.
  • Avior Wealth Management first reported a position in La-Z-Boy in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's La-Z-Boy position peaked at $4.06K in Q2 2024.
  • 246 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2025.

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