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Cyndeo Wealth Partners’s Lazard LAZ Stock Holding History

Cyndeo 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
2023
Q2 		– Sell
-105,322
Closed -$3.49M – 340
2023
Q1 		$3.49M Buy
105,322
+19,742
+23% +$728K 0.38% 87
2022
Q4 		$2.97M Buy
+85,580
New +$3.04M 0.35% 96

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cyndeo Wealth Partners's LAZ Position: Q2 2023 in Review

Cyndeo Wealth Partners sold out of Lazard (LAZ) in Q2 2023, closing a stake of 105,322 shares — an estimated $3.49M sold.

Cyndeo Wealth Partners first reported a position in LAZ in Q4 2022 and held it in 2 quarters. The position peaked at $3.49M in Q1 2023. 197 funds tracked by Wall St. Rank hold LAZ as of Q2 2023.

  • Cyndeo Wealth Partners reported no remaining Lazard position as of Q2 2023 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 105,322 Lazard shares in Q2 2023, an estimated $3.49M.
  • Cyndeo Wealth Partners first reported a position in Lazard in Q4 2022 and held it in 2 quarters.
  • Cyndeo Wealth Partners's Lazard position peaked at $3.49M in Q1 2023.
  • 197 funds tracked by Wall St. Rank held Lazard as of Q2 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2023, filed 27 Jul 2023.