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Concord Wealth Partners’s Lazard LAZ Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-37
Closed -$2K – 1341
2021
Q4 		$2K Buy
+37
New +$1.73K ﹤0.01% 1134
2021
Q3 		– Sell
-37
Closed -$2K – 973
2021
Q2 		$2K Buy
+37
New +$1.7K ﹤0.01% 896

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Concord Wealth Partners's LAZ Position: Q1 2022 in Review

Concord Wealth Partners sold out of Lazard (LAZ) in Q1 2022, closing a stake of 37 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in LAZ in Q2 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 234 funds tracked by Wall St. Rank hold LAZ as of Q1 2022.

  • Concord Wealth Partners reported no remaining Lazard position as of Q1 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 37 Lazard shares in Q1 2022, an estimated $2K.
  • Concord Wealth Partners first reported a position in Lazard in Q2 2021 and held it in 2 quarters.
  • Concord Wealth Partners's Lazard position peaked at $2K in Q4 2021.
  • 234 funds tracked by Wall St. Rank held Lazard as of Q1 2022.

Based on Concord Wealth Partners's 13F filing for Q1 2022, filed 20 Apr 2022.