Lake Point Wealth Management’s Lazard LAZ Stock Holding History

Lake Point Wealth Management’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
2019 Q1	–	Sell	-50	Closed	-$2K	–	781
2018 Q4	$2K	Buy	+50	New	+$2K	﹤0.01%	681

Other funds holding LAZ

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lake Point Wealth Management's LAZ Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Lazard (LAZ) in Q1 2019, closing a stake of 50 shares — an estimated $2K sold.

Lake Point Wealth Management first reported a position in LAZ in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 266 funds tracked by Wall St. Rank hold LAZ as of Q1 2019.

Lake Point Wealth Management reported no remaining Lazard position as of Q1 2019 after selling out during the quarter.
Lake Point Wealth Management sold 50 Lazard shares in Q1 2019, an estimated $2K.
Lake Point Wealth Management first reported a position in Lazard in Q4 2018 and held it in 1 quarter.
Lake Point Wealth Management's Lazard position peaked at $2K in Q4 2018.
266 funds tracked by Wall St. Rank held Lazard as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.