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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 $2.3T AUM 54.33% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

PFG Private Wealth Management's LAZ Position: Q4 2023 in Review

PFG Private Wealth Management sold out of Lazard (LAZ) in Q4 2023, closing a stake of 207 shares — an estimated $6.42K sold.

PFG Private Wealth Management first reported a position in LAZ in Q3 2021 and held it in 9 quarters. The position peaked at $265K in Q1 2022. 164 funds tracked by Wall St. Rank hold LAZ as of Q4 2023.

  • PFG Private Wealth Management reported no remaining Lazard position as of Q4 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 207 Lazard shares in Q4 2023, an estimated $6.42K.
  • PFG Private Wealth Management first reported a position in Lazard in Q3 2021 and held it in 9 quarters.
  • PFG Private Wealth Management's Lazard position peaked at $265K in Q1 2022.
  • 164 funds tracked by Wall St. Rank held Lazard as of Q4 2023.

Based on PFG Private Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.