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Brandywine Oak Private Wealth’s Lazard LAZ Stock Holding History

Brandywine Oak Private Wealth’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 – 439
2018
Q4 		$18K Buy
+500
New +$20K ﹤0.01% 458

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Brandywine Oak Private Wealth's LAZ Position: Q1 2019 in Review

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

Brandywine Oak Private Wealth first reported a position in LAZ in Q4 2018 and held it in 1 quarter. The position peaked at $18K in Q4 2018. 266 funds tracked by Wall St. Rank hold LAZ as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Lazard position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 500 Lazard shares in Q1 2019, an estimated $18K.
  • Brandywine Oak Private Wealth first reported a position in Lazard in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Lazard position peaked at $18K in Q4 2018.
  • 266 funds tracked by Wall St. Rank held Lazard as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.