FPFS
LGI

First Personal Financial Services’s Lazard Global Total Return & Income Fund LGI Stock Holding History

First Personal Financial Services’s Portfolio LGI Stock Details LGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-29
Closed -$1K – 353
2021
Q4 		$1K Buy
+29
New +$587 ﹤0.01% 333

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UBS Group
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Royal Bank of Canada
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Ameriprise
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Bank of America
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First Personal Financial Services's LGI Position: Q1 2022 in Review

First Personal Financial Services sold out of Lazard Global Total Return & Income Fund (LGI) in Q1 2022, closing a stake of 29 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in LGI in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 39 funds tracked by Wall St. Rank hold LGI as of Q1 2022.

  • First Personal Financial Services reported no remaining Lazard Global Total Return & Income Fund position as of Q1 2022 after selling out during the quarter.
  • First Personal Financial Services sold 29 Lazard Global Total Return & Income Fund shares in Q1 2022, an estimated $1K.
  • First Personal Financial Services first reported a position in Lazard Global Total Return & Income Fund in Q4 2021 and held it in 1 quarter.
  • First Personal Financial Services's Lazard Global Total Return & Income Fund position peaked at $1K in Q4 2021.
  • 39 funds tracked by Wall St. Rank held Lazard Global Total Return & Income Fund as of Q1 2022.

Based on First Personal Financial Services's 13F filing for Q1 2022, filed 2 May 2022.