CWM
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CarsonAllaria Wealth Management’s Lazard LAZ Stock Holding History

CarsonAllaria Wealth 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
2024
Q2 		– Sell
-50
Closed -$2.09K – 399
2024
Q1 		$2.09K Buy
+50
New +$1.95K ﹤0.01% 332
2023
Q4 		– Sell
-50
Closed -$1.55K – 371
2023
Q3 		$1.55K Hold
50
– – ﹤0.01% 316
2023
Q2 		$1.6K Hold
50
– – ﹤0.01% 330
2023
Q1 		$1.66K Hold
50
– – ﹤0.01% 312
2022
Q4 		$2K Hold
50
– – ﹤0.01% 285
2022
Q3 		$2K Hold
50
– – ﹤0.01% 282
2022
Q2 		$2K Hold
50
– – ﹤0.01% 284
2022
Q1 		$2K Hold
50
– – ﹤0.01% 303
2021
Q4 		$2K Buy
+50
New +$2.34K ﹤0.01% 317

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return