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Glassman Wealth Services’s Lazard LAZ Stock Holding History

Glassman Wealth Services’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
2018
Q2 		– Sell
-165
Closed -$9K – 877
2018
Q1 		$9K Hold
165
– – 0.01% 367
2017
Q4 		$9K Hold
165
– – 0.01% 341
2017
Q3 		$7K Hold
165
– – ﹤0.01% 330
2017
Q2 		$8K Buy
+165
New +$7.4K 0.01% 319

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Glassman Wealth Services's LAZ Position: Q2 2018 in Review

Glassman Wealth Services sold out of Lazard (LAZ) in Q2 2018, closing a stake of 165 shares — an estimated $9K sold.

Glassman Wealth Services first reported a position in LAZ in Q2 2017 and held it in 4 quarters. The position peaked at $9K in Q1 2018. 332 funds tracked by Wall St. Rank hold LAZ as of Q2 2018.

  • Glassman Wealth Services reported no remaining Lazard position as of Q2 2018 after selling out during the quarter.
  • Glassman Wealth Services sold 165 Lazard shares in Q2 2018, an estimated $9K.
  • Glassman Wealth Services first reported a position in Lazard in Q2 2017 and held it in 4 quarters.
  • Glassman Wealth Services's Lazard position peaked at $9K in Q1 2018.
  • 332 funds tracked by Wall St. Rank held Lazard as of Q2 2018.

Based on Glassman Wealth Services's 13F filing for Q2 2018, filed 9 Aug 2018.