IA
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Inspire Advisors’s Lazard LAZ Stock Holding History

Inspire 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
2023
Q2 		– Sell
-20,212
Closed -$669K – 252
2023
Q1 		$669K Buy
20,212
+5,436
+37% +$201K 0.15% 61
2022
Q4 		$512K Buy
14,776
+4,489
+44% +$160K 0.13% 56
2022
Q3 		$327K Buy
+10,287
New +$370K 0.09% 51
2022
Q1 		– Sell
-8,764
Closed -$382K – 121
2021
Q4 		$382K Buy
+8,764
New +$410K 0.11% 42
2021
Q1 		– Sell
-1,666
Closed -$70K – 439
2020
Q4 		$70K Buy
+1,666
New +$62.9K 0.03% 189

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
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
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Inspire Advisors's LAZ Position: Q2 2023 in Review

Inspire Advisors sold out of Lazard (LAZ) in Q2 2023, closing a stake of 20,212 shares — an estimated $669K sold.

Inspire Advisors first reported a position in LAZ in Q4 2020 and held it in 5 quarters. The position peaked at $669K in Q1 2023. 197 funds tracked by Wall St. Rank hold LAZ as of Q2 2023.

  • Inspire Advisors reported no remaining Lazard position as of Q2 2023 after selling out during the quarter.
  • Inspire Advisors sold 20,212 Lazard shares in Q2 2023, an estimated $669K.
  • Inspire Advisors first reported a position in Lazard in Q4 2020 and held it in 5 quarters.
  • Inspire Advisors's Lazard position peaked at $669K in Q1 2023.
  • 197 funds tracked by Wall St. Rank held Lazard as of Q2 2023.

Based on Inspire Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.