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Confluence Wealth Services’s La-Z-Boy LZB Stock Holding History

Confluence Wealth Services’s Portfolio LZB Stock Details LZB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,700
Closed -$61K – 768
2021
Q4 		$61K Buy
+1,700
New +$59.3K 0.02% 428

Other funds holding LZB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Confluence Wealth Services's LZB Position: Q1 2022 in Review

Confluence Wealth Services sold out of La-Z-Boy (LZB) in Q1 2022, closing a stake of 1,700 shares — an estimated $61K sold.

Confluence Wealth Services first reported a position in LZB in Q4 2021 and held it in 1 quarter. The position peaked at $61K in Q4 2021. 214 funds tracked by Wall St. Rank hold LZB as of Q1 2022.

  • Confluence Wealth Services reported no remaining La-Z-Boy position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 1,700 La-Z-Boy shares in Q1 2022, an estimated $61K.
  • Confluence Wealth Services first reported a position in La-Z-Boy in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's La-Z-Boy position peaked at $61K in Q4 2021.
  • 214 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.