BDO Wealth Advisors’s Lazard LAZ Stock Holding History

BDO Wealth Advisors’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
2019 Q1	–	Sell	-500	Closed	-$18K	–	637
2018 Q4	$18K	Hold	500	–	–	0.01%	358
2018 Q3	$24K	Sell	500 -100	-17%	-$4.97K	0.01%	363
2018 Q2	$29K	Buy	+600	New	+$31.8K	0.01%	346

Other funds holding LAZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BDO Wealth Advisors's LAZ Position: Q1 2019 in Review

BDO Wealth Advisors sold out of Lazard (LAZ) in Q1 2019, closing a stake of 500 shares — an estimated $18K sold.

BDO Wealth Advisors first reported a position in LAZ in Q2 2018 and held it in 3 quarters. The position peaked at $29K in Q2 2018. 266 funds tracked by Wall St. Rank hold LAZ as of Q1 2019.

BDO Wealth Advisors reported no remaining Lazard position as of Q1 2019 after selling out during the quarter.
BDO Wealth Advisors sold 500 Lazard shares in Q1 2019, an estimated $18K.
BDO Wealth Advisors first reported a position in Lazard in Q2 2018 and held it in 3 quarters.
BDO Wealth Advisors's Lazard position peaked at $29K in Q2 2018.
266 funds tracked by Wall St. Rank held Lazard as of Q1 2019.

Based on BDO Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.