CWA
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Clarus Wealth Advisors’s Lazard LAZ Stock Holding History

Clarus Wealth 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
2019
Q3 		– Sell
-496
Closed -$17K – 382
2019
Q2 		$17K Buy
496
+2
+0.4% +$72 0.01% 385
2019
Q1 		$18K Buy
494
+12
+2% +$451 0.01% 433
2018
Q4 		$18K Buy
482
+6
+1% +$239 0.03% 418
2018
Q3 		$23K Buy
476
+8
+2% +$398 0.02% 414
2018
Q2 		$25K Buy
+468
New +$24.8K 0.02% 392

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
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clarus Wealth Advisors's LAZ Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Lazard (LAZ) in Q3 2019, closing a stake of 496 shares — an estimated $17K sold.

Clarus Wealth Advisors first reported a position in LAZ in Q2 2018 and held it in 5 quarters. The position peaked at $25K in Q2 2018. 241 funds tracked by Wall St. Rank hold LAZ as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Lazard position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 496 Lazard shares in Q3 2019, an estimated $17K.
  • Clarus Wealth Advisors first reported a position in Lazard in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Lazard position peaked at $25K in Q2 2018.
  • 241 funds tracked by Wall St. Rank held Lazard as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.