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Capital Performance Advisors’s Lazard LAZ Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-2
Closed -$101 – 1514
2024
Q3 		$101 Buy
+2
New +$93 ﹤0.01% 2695

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital Performance Advisors's LAZ Position: Q4 2024 in Review

Capital Performance Advisors sold out of Lazard (LAZ) in Q4 2024, closing a stake of 2 shares — an estimated $101 sold.

Capital Performance Advisors first reported a position in LAZ in Q3 2024 and held it in 1 quarter. The position peaked at $101 in Q3 2024. 294 funds tracked by Wall St. Rank hold LAZ as of Q4 2024.

  • Capital Performance Advisors reported no remaining Lazard position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 2 Lazard shares in Q4 2024, an estimated $101.
  • Capital Performance Advisors first reported a position in Lazard in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Lazard position peaked at $101 in Q3 2024.
  • 294 funds tracked by Wall St. Rank held Lazard as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.