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IndexIQ Advisors’s Lazard LAZ Stock Holding History

IndexIQ 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
Q1 		– Sell
-9,706
Closed -$423K – 1419
2021
Q4 		$423K Sell
9,706
-627
-6% -$29.3K 0.01% 728
2021
Q3 		$473K Buy
10,333
+1,035
+11% +$48.3K 0.02% 607
2021
Q2 		$421K Buy
9,298
+156
+2% +$7.15K 0.01% 623
2021
Q1 		$398K Buy
+9,142
New +$389K 0.01% 760

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fisher Asset Management
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

IndexIQ Advisors's LAZ Position: Q1 2022 in Review

IndexIQ Advisors sold out of Lazard (LAZ) in Q1 2022, closing a stake of 9,706 shares — an estimated $423K sold.

IndexIQ Advisors first reported a position in LAZ in Q1 2021 and held it in 4 quarters. The position peaked at $473K in Q3 2021. 234 funds tracked by Wall St. Rank hold LAZ as of Q1 2022.

  • IndexIQ Advisors reported no remaining Lazard position as of Q1 2022 after selling out during the quarter.
  • IndexIQ Advisors sold 9,706 Lazard shares in Q1 2022, an estimated $423K.
  • IndexIQ Advisors first reported a position in Lazard in Q1 2021 and held it in 4 quarters.
  • IndexIQ Advisors's Lazard position peaked at $473K in Q3 2021.
  • 234 funds tracked by Wall St. Rank held Lazard as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.