EWM
LAZ icon

Edge Wealth Management’s Lazard LAZ Stock Holding History

Edge 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
2020
Q3 		– Sell
-200
Closed -$6K – 541
2020
Q2 		$6K Hold
200
– – ﹤0.01% 525
2020
Q1 		$5K Sell
200
-11,101
-98% -$411K ﹤0.01% 477
2019
Q4 		$1.81M Buy
11,301
+11,101
+5,551% +$419K 0.36% 50
2019
Q3 		$7K Hold
200
– – ﹤0.01% 451
2019
Q2 		$7K Hold
200
– – ﹤0.01% 454
2019
Q1 		$7K Hold
200
– – ﹤0.01% 441
2018
Q4 		$7K Hold
200
– – ﹤0.01% 438
2018
Q3 		$10K Hold
200
– – ﹤0.01% 433
2018
Q2 		$10K Hold
200
– – ﹤0.01% 421
2018
Q1 		$11K Hold
200
– – ﹤0.01% 372
2017
Q4 		$10K Hold
200
– – ﹤0.01% 380
2017
Q3 		$9K Buy
+200
New +$8.87K ﹤0.01% 383

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 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

Edge Wealth Management's LAZ Position: Q3 2020 in Review

Edge Wealth Management sold out of Lazard (LAZ) in Q3 2020, closing a stake of 200 shares — an estimated $6K sold.

Edge Wealth Management first reported a position in LAZ in Q3 2017 and held it in 12 quarters. The position peaked at $1.81M in Q4 2019. 213 funds tracked by Wall St. Rank hold LAZ as of Q3 2020.

  • Edge Wealth Management reported no remaining Lazard position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 200 Lazard shares in Q3 2020, an estimated $6K.
  • Edge Wealth Management first reported a position in Lazard in Q3 2017 and held it in 12 quarters.
  • Edge Wealth Management's Lazard position peaked at $1.81M in Q4 2019.
  • 213 funds tracked by Wall St. Rank held Lazard as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.