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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 $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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 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

CarsonAllaria Wealth Management's LAZ Position: Q2 2024 in Review

CarsonAllaria Wealth Management sold out of Lazard (LAZ) in Q2 2024, closing a stake of 50 shares — an estimated $2.09K sold.

CarsonAllaria Wealth Management first reported a position in LAZ in Q4 2021 and held it in 9 quarters. The position peaked at $2.09K in Q1 2024. 257 funds tracked by Wall St. Rank hold LAZ as of Q2 2024.

  • CarsonAllaria Wealth Management reported no remaining Lazard position as of Q2 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 50 Lazard shares in Q2 2024, an estimated $2.09K.
  • CarsonAllaria Wealth Management first reported a position in Lazard in Q4 2021 and held it in 9 quarters.
  • CarsonAllaria Wealth Management's Lazard position peaked at $2.09K in Q1 2024.
  • 257 funds tracked by Wall St. Rank held Lazard as of Q2 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.