LCM
CISO

Lazari Capital Management’s CISO Global CISO Stock Holding History

Lazari Capital Management’s Portfolio CISO Stock Details CISO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,333
Closed -$2.03K – 129
2023
Q4 		$2.03K Hold
1,333
– – ﹤0.01% 125
2023
Q3 		$2.8K Buy
+1,333
New +$3.52K ﹤0.01% 123

Other funds holding CISO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FIM
Fernwood Investment Management Quincy, Massachusetts $288M AUM 33.54% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazari Capital Management's CISO Position: Q1 2024 in Review

Lazari Capital Management sold out of CISO Global (CISO) in Q1 2024, closing a stake of 1,333 shares — an estimated $2.03K sold.

Lazari Capital Management first reported a position in CISO in Q3 2023 and held it in 2 quarters. The position peaked at $2.8K in Q3 2023. 16 funds tracked by Wall St. Rank hold CISO as of Q1 2024.

  • Lazari Capital Management reported no remaining CISO Global position as of Q1 2024 after selling out during the quarter.
  • Lazari Capital Management sold 1,333 CISO Global shares in Q1 2024, an estimated $2.03K.
  • Lazari Capital Management first reported a position in CISO Global in Q3 2023 and held it in 2 quarters.
  • Lazari Capital Management's CISO Global position peaked at $2.8K in Q3 2023.
  • 16 funds tracked by Wall St. Rank held CISO Global as of Q1 2024.

Based on Lazari Capital Management's 13F filing for Q1 2024, filed 24 Jun 2024.