CWS Financial Advisors’s La-Z-Boy LZB Stock Holding History

CWS Financial Advisors’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
2023 Q4	–	Sell	-2,155	Closed	-$66.6K	–	161
2023 Q3	$66.6K	Buy	+2,155	New	+$66.3K	0.03%	165

Other funds holding LZB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWS Financial Advisors's LZB Position: Q4 2023 in Review

CWS Financial Advisors sold out of La-Z-Boy (LZB) in Q4 2023, closing a stake of 2,155 shares — an estimated $66.6K sold.

CWS Financial Advisors first reported a position in LZB in Q3 2023 and held it in 1 quarter. The position peaked at $66.6K in Q3 2023. 218 funds tracked by Wall St. Rank hold LZB as of Q4 2023.

CWS Financial Advisors reported no remaining La-Z-Boy position as of Q4 2023 after selling out during the quarter.
CWS Financial Advisors sold 2,155 La-Z-Boy shares in Q4 2023, an estimated $66.6K.
CWS Financial Advisors first reported a position in La-Z-Boy in Q3 2023 and held it in 1 quarter.
CWS Financial Advisors's La-Z-Boy position peaked at $66.6K in Q3 2023.
218 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2023.

Based on CWS Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.