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Belpointe Asset Management’s Lazard LAZ Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-2,652
Closed -$87.8K – 2108
2023
Q1 		$87.8K Hold
2,652
– – ﹤0.01% 1386
2022
Q4 		$91.9K Buy
+2,652
New +$94.3K 0.01% 1285
2022
Q2 		– Sell
-3,207
Closed -$110K – 1208
2022
Q1 		$110K Buy
3,207
+55
+2% +$2.13K 0.01% 1172
2021
Q4 		$137K Sell
3,152
-6,993
-69% -$327K 0.01% 1064
2021
Q3 		$465K Sell
10,145
-1,673
-14% -$78.1K 0.03% 533
2021
Q2 		$535K Buy
11,818
+3,441
+41% +$158K 0.04% 479
2021
Q1 		$365K Sell
8,377
-543
-6% -$23.1K 0.03% 525
2020
Q4 		$377K Buy
8,920
+2,000
+29% +$75.6K 0.03% 479
2020
Q3 		$229K Sell
6,920
-860
-11% -$26.5K 0.03% 517
2020
Q2 		$223K Buy
7,780
+986
+15% +$26.7K 0.03% 495
2020
Q1 		$160K Buy
6,794
+475
+8% +$17.6K 0.03% 478
2019
Q4 		$253K Buy
+6,319
New +$239K 0.03% 478
2018
Q4 		– Sell
-2,303
Closed -$111K – 576
2018
Q3 		$111K Buy
+2,303
New +$115K 0.02% 616

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Belpointe Asset Management's LAZ Position: Q2 2023 in Review

Belpointe Asset Management sold out of Lazard (LAZ) in Q2 2023, closing a stake of 2,652 shares — an estimated $87.8K sold.

Belpointe Asset Management first reported a position in LAZ in Q3 2018 and held it in 13 quarters. The position peaked at $535K in Q2 2021. 197 funds tracked by Wall St. Rank hold LAZ as of Q2 2023.

  • Belpointe Asset Management reported no remaining Lazard position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,652 Lazard shares in Q2 2023, an estimated $87.8K.
  • Belpointe Asset Management first reported a position in Lazard in Q3 2018 and held it in 13 quarters.
  • Belpointe Asset Management's Lazard position peaked at $535K in Q2 2021.
  • 197 funds tracked by Wall St. Rank held Lazard as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.