Heritage Wealth Advisors’s Lazard LAZ Stock Holding History

Heritage Wealth 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
2022 Q3	–	Sell	-300	Closed	-$10K	–	555
2022 Q2	$10K	Hold	300	–	–	﹤0.01%	464
2022 Q1	$10K	Hold	300	–	–	﹤0.01%	439
2021 Q4	$13K	Hold	300	–	–	﹤0.01%	432
2021 Q3	$13.7K	Hold	300	–	–	﹤0.01%	424
2021 Q2	$13.6K	Hold	300	–	–	﹤0.01%	436
2021 Q1	$13.1K	Buy	300 +100	+50%	+$4.25K	﹤0.01%	452
2020 Q4	$8K	Hold	200	–	–	﹤0.01%	469
2020 Q3	$6.61K	Hold	200	–	–	﹤0.01%	417
2020 Q2	$5.73K	Hold	200	–	–	﹤0.01%	401
2020 Q1	$4.71K	Hold	200	–	–	﹤0.01%	401
2019 Q4	$7.99K	Hold	200	–	–	﹤0.01%	429
2019 Q3	$7K	Hold	200	–	–	﹤0.01%	404
2019 Q2	$6.88K	Buy	+200	New	+$7.17K	﹤0.01%	409
2019 Q1	–	Sell	-200	Closed	-$7K	–	456
2018 Q4	$7K	Hold	200	–	–	﹤0.01%	328
2018 Q3	$9K	Buy	+200	New	+$9.94K	﹤0.01%	307

Other funds holding LAZ

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

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

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

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EIP

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Heritage Wealth Advisors's LAZ Position: Q3 2022 in Review

Heritage Wealth Advisors sold out of Lazard (LAZ) in Q3 2022, closing a stake of 300 shares — an estimated $10K sold.

Heritage Wealth Advisors first reported a position in LAZ in Q3 2018 and held it in 15 quarters. The position peaked at $13.7K in Q3 2021. 216 funds tracked by Wall St. Rank hold LAZ as of Q3 2022.

Heritage Wealth Advisors reported no remaining Lazard position as of Q3 2022 after selling out during the quarter.
Heritage Wealth Advisors sold 300 Lazard shares in Q3 2022, an estimated $10K.
Heritage Wealth Advisors first reported a position in Lazard in Q3 2018 and held it in 15 quarters.
Heritage Wealth Advisors's Lazard position peaked at $13.7K in Q3 2021.
216 funds tracked by Wall St. Rank held Lazard as of Q3 2022.

Based on Heritage Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.