PPWM
LAZ icon

PFG Private Wealth Management’s Lazard LAZ Stock Holding History

PFG Private 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
2023
Q4 		– Sell
-207
Closed -$6.42K – 269
2023
Q3 		$6.42K Sell
207
-140
-40% -$4.69K ﹤0.01% 205
2023
Q2 		$11.1K Buy
347
+297
+594% +$9.18K 0.01% 207
2023
Q1 		$1.66K Sell
50
-49
-49% -$1.81K ﹤0.01% 256
2022
Q4 		$3K Buy
99
+19
+24% +$676 ﹤0.01% 266
2022
Q3 		$3K Sell
80
-6,511
-99% -$234K ﹤0.01% 269
2022
Q2 		$214K Sell
6,591
-1,091
-14% -$36.8K 0.12% 59
2022
Q1 		$265K Buy
7,682
+7,602
+9,503% +$294K 0.14% 51
2021
Q4 		$3K Hold
80
– – ﹤0.01% 266
2021
Q3 		$4K Buy
+80
New +$3.73K ﹤0.01% 222

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return