FWM
LAZ icon

Focused Wealth Management’s Lazard LAZ Stock Holding History

Focused 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
2019
Q3 		– Sell
-200
Closed -$7K – 743
2019
Q2 		$7K Sell
200
-141
-41% -$5.05K ﹤0.01% 557
2019
Q1 		$12K Hold
341
– – ﹤0.01% 443
2018
Q4 		$13K Buy
341
+201
+144% +$8.02K ﹤0.01% 427
2018
Q3 		$7K Sell
140
-199
-59% -$9.89K ﹤0.01% 488
2018
Q2 		$17K Buy
339
+1
+0.3% +$53 0.01% 378
2018
Q1 		$18K Buy
338
+5
+2% +$277 0.01% 401
2017
Q4 		$17K Sell
333
-463
-58% -$22.2K 0.01% 401
2017
Q3 		$36K Buy
796
+465
+140% +$20.6K 0.01% 281
2017
Q2 		$15K Buy
331
+1
+0.3% +$45 0.01% 415
2017
Q1 		$15K Buy
330
+5
+2% +$216 0.01% 418
2016
Q4 		$13K Buy
325
+1
+0.3% +$39 0.01% 441
2016
Q3 		$12K Buy
324
+1
+0.3% +$35 0.01% 424
2016
Q2 		$10K Buy
323
+2
+0.6% +$69 ﹤0.01% 437
2016
Q1 		$12K Sell
321
-195
-38% -$7K 0.01% 374
2015
Q4 		$23K Buy
516
+1
+0.2% +$46 0.01% 305
2015
Q3 		$22K Buy
515
+1
+0.2% +$52 0.01% 286
2015
Q2 		$29K Hold
514
– – 0.02% 265
2015
Q1 		$27K Buy
514
+3
+0.6% +$148 0.02% 276
2014
Q4 		$26K Buy
511
+1
+0.2% +$50 0.02% 268
2014
Q3 		$26K Hold
510
– – 0.02% 282
2014
Q2 		$26K Buy
510
+1
+0.2% +$49 0.02% 271
2014
Q1 		$24K Buy
509
+1
+0.2% +$45 0.02% 260
2013
Q4 		$23K Buy
508
+1
+0.2% +$40 0.02% 271
2013
Q3 		$18K Buy
+507
New +$18K 0.02% 291

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
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Focused Wealth Management's LAZ Position: Q3 2019 in Review

Focused Wealth Management sold out of Lazard (LAZ) in Q3 2019, closing a stake of 200 shares — an estimated $7K sold.

Focused Wealth Management first reported a position in LAZ in Q3 2013 and held it in 24 quarters. The position peaked at $36K in Q3 2017. 241 funds tracked by Wall St. Rank hold LAZ as of Q3 2019.

  • Focused Wealth Management reported no remaining Lazard position as of Q3 2019 after selling out during the quarter.
  • Focused Wealth Management sold 200 Lazard shares in Q3 2019, an estimated $7K.
  • Focused Wealth Management first reported a position in Lazard in Q3 2013 and held it in 24 quarters.
  • Focused Wealth Management's Lazard position peaked at $36K in Q3 2017.
  • 241 funds tracked by Wall St. Rank held Lazard as of Q3 2019.

Based on Focused Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.