CPA
LAZ icon

Clear Perspective Advisors’s Lazard LAZ Stock Holding History

Clear Perspective 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
2017
Q4 		– Sell
-525
Closed -$24K – 479
2017
Q3 		$24K Hold
525
– – 0.02% 278
2017
Q2 		$24K Hold
525
– – 0.02% 278
2017
Q1 		$24K Hold
525
– – 0.02% 260
2016
Q4 		$22K Buy
+525
New +$20.4K 0.01% 260

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clear Perspective Advisors's LAZ Position: Q4 2017 in Review

Clear Perspective Advisors sold out of Lazard (LAZ) in Q4 2017, closing a stake of 525 shares — an estimated $24K sold.

Clear Perspective Advisors first reported a position in LAZ in Q4 2016 and held it in 4 quarters. The position peaked at $24K in Q3 2017. 321 funds tracked by Wall St. Rank hold LAZ as of Q4 2017.

  • Clear Perspective Advisors reported no remaining Lazard position as of Q4 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 525 Lazard shares in Q4 2017, an estimated $24K.
  • Clear Perspective Advisors first reported a position in Lazard in Q4 2016 and held it in 4 quarters.
  • Clear Perspective Advisors's Lazard position peaked at $24K in Q3 2017.
  • 321 funds tracked by Wall St. Rank held Lazard as of Q4 2017.

Based on Clear Perspective Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.