Lazard Asset Management
ADV icon

Lazard Asset Management’s Advantage Solutions ADV Stock Holding History

Lazard Asset Management’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10
Closed – – 2280
2024
Q4 		$0 Buy
+10
New +$817 ﹤0.01% 2258
2023
Q1 		– Sell
-704
Closed -$36K – 2273
2022
Q4 		$36K Hold
704
– – ﹤0.01% 1943
2022
Q3 		$37K Buy
+704
New +$64.9K ﹤0.01% 1912
2021
Q4 		– Sell
-198
Closed -$42K – 2268
2021
Q3 		$42K Buy
+198
New +$46.4K ﹤0.01% 1764

Other funds holding ADV

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $420M AUM 0.05% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AP
Atairos Partners Bryn Mawr, Pennsylvania $35.2M AUM 32.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management's ADV Position: Q1 2025 in Review

Lazard Asset Management sold out of Advantage Solutions (ADV) in Q1 2025, closing a stake of 10 shares.

Lazard Asset Management first reported a position in ADV in Q3 2021 and held it in 4 quarters. The position peaked at $42K in Q3 2021. 116 funds tracked by Wall St. Rank hold ADV as of Q1 2025.

  • Lazard Asset Management reported no remaining Advantage Solutions position as of Q1 2025 after selling out during the quarter.
  • Lazard Asset Management sold 10 Advantage Solutions shares in Q1 2025.
  • Lazard Asset Management first reported a position in Advantage Solutions in Q3 2021 and held it in 4 quarters.
  • Lazard Asset Management's Advantage Solutions position peaked at $42K in Q3 2021.
  • 116 funds tracked by Wall St. Rank held Advantage Solutions as of Q1 2025.

Based on Lazard Asset Management's 13F filing for Q1 2025, filed 15 May 2025.