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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return