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Cornerstone Wealth Management’s Lazard LAZ Stock Holding History

Cornerstone Wealth Management’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
Q2 		– Sell
-4,750
Closed -$341K – 447
2019
Q1 		$341K Buy
+4,750
New +$179K 0.04% 351
2018
Q1 		$234K Sell
4,550
-15
-0.3% -$832 0.04% 333
2017
Q4 		$256K Buy
4,565
+15
+0.3% +$719 0.05% 333
2017
Q3 		$204K Hold
4,550
– – 0.04% 364
2017
Q2 		$212K Buy
+4,550
New +$204K 0.05% 344

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cornerstone Wealth Management's LAZ Position: Q2 2019 in Review

Cornerstone Wealth Management sold out of Lazard (LAZ) in Q2 2019, closing a stake of 4,750 shares — an estimated $341K sold.

Cornerstone Wealth Management first reported a position in LAZ in Q2 2017 and held it in 5 quarters. The position peaked at $341K in Q1 2019. 253 funds tracked by Wall St. Rank hold LAZ as of Q2 2019.

  • Cornerstone Wealth Management reported no remaining Lazard position as of Q2 2019 after selling out during the quarter.
  • Cornerstone Wealth Management sold 4,750 Lazard shares in Q2 2019, an estimated $341K.
  • Cornerstone Wealth Management first reported a position in Lazard in Q2 2017 and held it in 5 quarters.
  • Cornerstone Wealth Management's Lazard position peaked at $341K in Q1 2019.
  • 253 funds tracked by Wall St. Rank held Lazard as of Q2 2019.

Based on Cornerstone Wealth Management's 13F filing for Q2 2019, filed 2 Aug 2019.