Cetera Advisors’s Lazard LAZ Stock Holding History

Cetera 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 Q1	$270K	Buy	+6,455	New	+$251K	﹤0.01%	2000
2018 Q1	–	Sell	-4,190	Closed	-$221K	–	833
2017 Q4	$221K	Buy	+4,190	New	+$201K	0.01%	678

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EIP

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Cetera Advisors's LAZ Position: Q1 2024 in Review

Cetera Advisors opened a new position in Lazard (LAZ) in Q1 2024: 6,455 shares worth $270K. The stake represents ﹤0.01% of the portfolio and ranks #2000 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in LAZ as recently as Q4 2017.

Cetera Advisors first reported a position in LAZ in Q4 2017 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold LAZ as of Q1 2024.

Cetera Advisors held 6,455 shares of Lazard worth $270K as of Q1 2024.
Lazard was a new Cetera Advisors position in Q1 2024.
Lazard made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2000 holding.
Cetera Advisors first reported a position in Lazard in Q4 2017 and has held it in 2 quarters since.
229 funds tracked by Wall St. Rank held Lazard as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.