CIBC Private Wealth Group
LAZ icon

CIBC Private Wealth Group’s Lazard LAZ Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$21.1K Hold
434
– – ﹤0.01% 2147
2025
Q3 		$22.9K Buy
434
+400
+1,176% +$21.6K ﹤0.01% 2105
2025
Q2 		$1.63K Sell
34
-33
-49% -$1.38K ﹤0.01% 2689
2025
Q1 		$2.24K Hold
67
– – ﹤0.01% 2655
2024
Q4 		$3.35K Sell
67
-114
-63% -$6.11K ﹤0.01% 2592
2024
Q3 		$9.12K Buy
+181
New +$8.38K ﹤0.01% 2427
2022
Q2 		– Sell
-600
Closed -$21K – 1251
2022
Q1 		$21K Buy
+600
New +$23.2K ﹤0.01% 1101
2019
Q1 		– Sell
-17,435
Closed -$644K – 942
2018
Q4 		$644K Sell
17,435
-700
-4% -$27.9K ﹤0.01% 638
2018
Q3 		$873K Sell
18,135
-80
-0.4% -$3.98K ﹤0.01% 683
2018
Q2 		$891K Sell
18,215
-45
-0.2% -$2.38K ﹤0.01% 671
2018
Q1 		$960K Buy
18,260
+240
+1% +$13.3K ﹤0.01% 648
2017
Q4 		$946K Hold
18,020
– – ﹤0.01% 661
2017
Q3 		$815K Buy
+18,020
New +$799K ﹤0.01% 690

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return