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Meridian Wealth Management’s Lazard LAZ Stock Holding History

Meridian 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
2022
Q3 		– Sell
-13,397
Closed -$434K – 535
2022
Q2 		$434K Buy
+13,397
New +$452K 0.04% 381
2021
Q3 		– Sell
-11,063
Closed -$501K – 399
2021
Q2 		$501K Buy
+11,063
New +$507K 0.06% 227

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Meridian Wealth Management's LAZ Position: Q3 2022 in Review

Meridian Wealth Management sold out of Lazard (LAZ) in Q3 2022, closing a stake of 13,397 shares — an estimated $434K sold.

Meridian Wealth Management first reported a position in LAZ in Q2 2021 and held it in 2 quarters. The position peaked at $501K in Q2 2021. 216 funds tracked by Wall St. Rank hold LAZ as of Q3 2022.

  • Meridian Wealth Management reported no remaining Lazard position as of Q3 2022 after selling out during the quarter.
  • Meridian Wealth Management sold 13,397 Lazard shares in Q3 2022, an estimated $434K.
  • Meridian Wealth Management first reported a position in Lazard in Q2 2021 and held it in 2 quarters.
  • Meridian Wealth Management's Lazard position peaked at $501K in Q2 2021.
  • 216 funds tracked by Wall St. Rank held Lazard as of Q3 2022.

Based on Meridian Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.