Castle Wealth Management’s Lazard LAZ Stock Holding History

Castle 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
2022 Q4	–	Sell	-500	Closed	-$16K	–	382
2022 Q3	$16K	Buy	+500	New	+$18K	0.01%	359

Other funds holding LAZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Castle Wealth Management's LAZ Position: Q4 2022 in Review

Castle Wealth Management sold out of Lazard (LAZ) in Q4 2022, closing a stake of 500 shares — an estimated $16K sold.

Castle Wealth Management first reported a position in LAZ in Q3 2022 and held it in 1 quarter. The position peaked at $16K in Q3 2022. 208 funds tracked by Wall St. Rank hold LAZ as of Q4 2022.

Castle Wealth Management reported no remaining Lazard position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 500 Lazard shares in Q4 2022, an estimated $16K.
Castle Wealth Management first reported a position in Lazard in Q3 2022 and held it in 1 quarter.
Castle Wealth Management's Lazard position peaked at $16K in Q3 2022.
208 funds tracked by Wall St. Rank held Lazard as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.