JFS Wealth Advisors’s Lazard LAZ Stock Holding History

JFS 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
2026 Q2	$8.64K	Buy	206 +15	+8%	+$687	﹤0.01%	1071
2026 Q1	$8.11K	Sell	191 -8	-4%	-$391	﹤0.01%	1029
2025 Q4	$9.66K	Buy	199 +18	+10%	+$898	﹤0.01%	990
2025 Q3	$9.55K	Buy	181 +14	+8%	+$755	﹤0.01%	917
2025 Q2	$8.01K	Sell	167 -17	-9%	-$711	﹤0.01%	940
2025 Q1	$7.97K	Sell	184 -162	-47%	-$8.05K	﹤0.01%	954
2024 Q4	$17.8K	Buy	346 +324	+1,473%	+$17.4K	﹤0.01%	676
2024 Q3	$1.11K	Buy	+22	New	+$1.02K	﹤0.01%	1671
2022 Q1	–	Sell	-373	Closed	-$16K	–	1899
2021 Q4	$16K	Buy	373 +22	+6%	+$1.03K	﹤0.01%	609
2021 Q3	$16K	Hold	351	–	–	﹤0.01%	573
2021 Q2	$16K	Hold	351	–	–	﹤0.01%	395
2021 Q1	$15K	Hold	351	–	–	﹤0.01%	373
2020 Q4	$15K	Hold	351	–	–	﹤0.01%	367
2020 Q3	$12K	Hold	351	–	–	﹤0.01%	381
2020 Q2	$10K	Hold	351	–	–	﹤0.01%	383
2020 Q1	$8K	Hold	351	–	–	﹤0.01%	360
2019 Q4	$14K	Hold	351	–	–	﹤0.01%	351
2019 Q3	$12K	Hold	351	–	–	﹤0.01%	358
2019 Q2	$12K	Hold	351	–	–	﹤0.01%	350
2019 Q1	$13K	Sell	351 -179	-34%	-$6.73K	﹤0.01%	337
2018 Q4	$20K	Sell	530 -2,562	-83%	-$102K	0.01%	285
2018 Q3	$149K	Hold	3,092	–	–	0.04%	161
2018 Q2	$151K	Sell	3,092 -152	-5%	-$8.04K	0.04%	156
2018 Q1	$171K	Sell	3,244 -332	-9%	-$18.4K	0.05%	146
2017 Q4	$188K	Buy	3,576 +1	+0%	+$48	0.05%	144
2017 Q3	$162K	Sell	3,575 -255	-7%	-$11.3K	0.04%	149
2017 Q2	$177K	Buy	3,830 +3,624	+1,759%	+$163K	0.05%	128
2017 Q1	$8K	Hold	206	–	–	﹤0.01%	365
2016 Q4	$8K	Hold	206	–	–	﹤0.01%	365
2016 Q3	$7K	Hold	206	–	–	﹤0.01%	409
2016 Q2	$6K	Hold	206	–	–	﹤0.01%	427
2016 Q1	$8K	Sell	206 -402	-66%	-$14.4K	﹤0.01%	421
2015 Q4	$27K	Buy	+608	New	+$27.9K	0.01%	301

Other funds holding LAZ

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Lawood & Co Williamsport, Pennsylvania $148M AUM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return