LWM
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Liberty Wealth Management’s Lazard LAZ Stock Holding History

Liberty 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
2020
Q3 		– Sell
-17
Closed – – 911
2020
Q2 		$0 Hold
17
– – ﹤0.01% 925
2020
Q1 		$0 Buy
+17
New +$629 ﹤0.01% 937

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Liberty Wealth Management's LAZ Position: Q3 2020 in Review

Liberty Wealth Management sold out of Lazard (LAZ) in Q3 2020, closing a stake of 17 shares.

Liberty Wealth Management first reported a position in LAZ in Q1 2020 and held it in 2 quarters. The position peaked at $0 in Q2 2020. 213 funds tracked by Wall St. Rank hold LAZ as of Q3 2020.

  • Liberty Wealth Management reported no remaining Lazard position as of Q3 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 17 Lazard shares in Q3 2020.
  • Liberty Wealth Management first reported a position in Lazard in Q1 2020 and held it in 2 quarters.
  • Liberty Wealth Management's Lazard position peaked at $0 in Q2 2020.
  • 213 funds tracked by Wall St. Rank held Lazard as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.