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GPS Wealth Strategies Group’s La-Z-Boy LZB Stock Holding History

GPS Wealth Strategies Group’s Portfolio LZB Stock Details LZB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-100
Closed -$2.91K – 1285
2023
Q1 		$2.91K Buy
+100
New +$2.84K ﹤0.01% 1076

Other funds holding LZB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GPS Wealth Strategies Group's LZB Position: Q2 2023 in Review

GPS Wealth Strategies Group sold out of La-Z-Boy (LZB) in Q2 2023, closing a stake of 100 shares — an estimated $2.91K sold.

GPS Wealth Strategies Group first reported a position in LZB in Q1 2023 and held it in 1 quarter. The position peaked at $2.91K in Q1 2023. 225 funds tracked by Wall St. Rank hold LZB as of Q2 2023.

  • GPS Wealth Strategies Group reported no remaining La-Z-Boy position as of Q2 2023 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 100 La-Z-Boy shares in Q2 2023, an estimated $2.91K.
  • GPS Wealth Strategies Group first reported a position in La-Z-Boy in Q1 2023 and held it in 1 quarter.
  • GPS Wealth Strategies Group's La-Z-Boy position peaked at $2.91K in Q1 2023.
  • 225 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2023.

Based on GPS Wealth Strategies Group's 13F filing for Q2 2023, filed 17 Jul 2023.