LWM Advisory Services’s Lazard LAZ Stock Holding History

LWM Advisory Services’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
2024 Q3	–	Sell	-2,316	Closed	-$488K	–	95
2024 Q2	$488K	Buy	+2,316	New	+$90.4K	0.41%	41

Other funds holding LAZ

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LWM Advisory Services's LAZ Position: Q3 2024 in Review

LWM Advisory Services sold out of Lazard (LAZ) in Q3 2024, closing a stake of 2,316 shares — an estimated $488K sold.

LWM Advisory Services first reported a position in LAZ in Q2 2024 and held it in 1 quarter. The position peaked at $488K in Q2 2024. 274 funds tracked by Wall St. Rank hold LAZ as of Q3 2024.

LWM Advisory Services reported no remaining Lazard position as of Q3 2024 after selling out during the quarter.
LWM Advisory Services sold 2,316 Lazard shares in Q3 2024, an estimated $488K.
LWM Advisory Services first reported a position in Lazard in Q2 2024 and held it in 1 quarter.
LWM Advisory Services's Lazard position peaked at $488K in Q2 2024.
274 funds tracked by Wall St. Rank held Lazard as of Q3 2024.

Based on LWM Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.