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Heritage Wealth Advisors’s La-Z-Boy LZB Stock Holding History

Heritage Wealth Advisors’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
2022
Q2 		– Sell
-92
Closed -$2K – 568
2022
Q1 		$2K Hold
92
– – ﹤0.01% 504
2021
Q4 		$3K Hold
92
– – ﹤0.01% 500
2021
Q3 		$2.96K Hold
92
– – ﹤0.01% 492
2021
Q2 		$3.41K Hold
92
– – ﹤0.01% 495
2021
Q1 		$3.91K Hold
92
– – ﹤0.01% 510
2020
Q4 		$4K Buy
+92
New +$3.41K ﹤0.01% 500

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Advisors's LZB Position: Q2 2022 in Review

Heritage Wealth Advisors sold out of La-Z-Boy (LZB) in Q2 2022, closing a stake of 92 shares — an estimated $2K sold.

Heritage Wealth Advisors first reported a position in LZB in Q4 2020 and held it in 6 quarters. The position peaked at $4K in Q4 2020. 211 funds tracked by Wall St. Rank hold LZB as of Q2 2022.

  • Heritage Wealth Advisors reported no remaining La-Z-Boy position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Advisors sold 92 La-Z-Boy shares in Q2 2022, an estimated $2K.
  • Heritage Wealth Advisors first reported a position in La-Z-Boy in Q4 2020 and held it in 6 quarters.
  • Heritage Wealth Advisors's La-Z-Boy position peaked at $4K in Q4 2020.
  • 211 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2022.

Based on Heritage Wealth Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.