FinTrust Capital Advisors’s Lazard LAZ Stock Holding History

FinTrust Capital Advisors’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
2024 Q3	$15.1K	Hold	300	–	–	﹤0.01%	861
2024 Q2	$11.5K	Hold	300	–	–	﹤0.01%	880
2024 Q1	$12.6K	Hold	300	–	–	﹤0.01%	817
2023 Q4	$10.4K	Hold	300	–	–	﹤0.01%	825
2023 Q3	$9.3K	Hold	300	–	–	﹤0.01%	801
2023 Q2	$10.4K	Hold	300	–	–	﹤0.01%	759
2023 Q1	$10.4K	Hold	300	–	–	﹤0.01%	757
2022 Q4	$10.4K	Sell	300 -1,630	-84%	-$58K	﹤0.01%	754
2022 Q3	$65K	Hold	1,930	–	–	0.02%	457
2022 Q2	$68K	Sell	1,930 -168	-8%	-$5.67K	0.02%	473
2022 Q1	$72K	Hold	2,098	–	–	0.02%	484
2021 Q4	$92K	Sell	2,098 -500	-19%	-$23.4K	0.02%	442
2021 Q3	$119K	Hold	2,598	–	–	0.03%	372
2021 Q2	$118K	Buy	2,598 +518	+25%	+$23.8K	0.03%	383
2021 Q1	$91K	Hold	2,080	–	–	0.03%	437
2020 Q4	$88K	Hold	2,080	–	–	0.03%	401
2020 Q3	$69K	Hold	2,080	–	–	0.01%	434
2020 Q2	$60K	Sell	2,080 -875	-30%	-$23.7K	0.02%	442
2020 Q1	$70K	Buy	2,955 +980	+50%	+$36.3K	0.03%	359
2019 Q4	$79K	Hold	1,975	–	–	0.03%	364
2019 Q3	$69K	Hold	1,975	–	–	0.02%	394
2019 Q2	$68K	Hold	1,975	–	–	0.03%	353
2019 Q1	$71K	Sell	1,975 -470	-19%	-$17.7K	0.03%	330
2018 Q4	$90K	Buy	+2,445	New	+$97.6K	0.04%	280

Other funds holding LAZ

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FinTrust Capital Advisors's LAZ Position: Q3 2024 in Review

FinTrust Capital Advisors held its Lazard (LAZ) position steady in Q3 2024 at 300 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

FinTrust Capital Advisors first reported a position in LAZ in Q4 2018 and has held it in 24 quarters since. The position peaked at $119K in Q3 2021. 274 funds tracked by Wall St. Rank hold LAZ as of Q3 2024.

FinTrust Capital Advisors held 300 shares of Lazard worth $15.1K as of Q3 2024.
FinTrust Capital Advisors left its Lazard share count unchanged in Q3 2024.
Lazard made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #861 holding.
FinTrust Capital Advisors first reported a position in Lazard in Q4 2018 and has held it in 24 quarters since.
FinTrust Capital Advisors's Lazard position peaked at $119K in Q3 2021.
274 funds tracked by Wall St. Rank held Lazard as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.