RBA Wealth Management’s Lazard LAZ Stock Holding History

RBA 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
2021 Q2	–	Sell	-466	Closed	-$20.3K	–	173
2021 Q1	$20.3K	Buy	+466	New	+$19.8K	0.02%	110

Other funds holding LAZ

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

RBA Wealth Management's LAZ Position: Q2 2021 in Review

RBA Wealth Management sold out of Lazard (LAZ) in Q2 2021, closing a stake of 466 shares — an estimated $20.3K sold.

RBA Wealth Management first reported a position in LAZ in Q1 2021 and held it in 1 quarter. The position peaked at $20.3K in Q1 2021. 260 funds tracked by Wall St. Rank hold LAZ as of Q2 2021.

RBA Wealth Management reported no remaining Lazard position as of Q2 2021 after selling out during the quarter.
RBA Wealth Management sold 466 Lazard shares in Q2 2021, an estimated $20.3K.
RBA Wealth Management first reported a position in Lazard in Q1 2021 and held it in 1 quarter.
RBA Wealth Management's Lazard position peaked at $20.3K in Q1 2021.
260 funds tracked by Wall St. Rank held Lazard as of Q2 2021.

Based on RBA Wealth Management's 13F filing for Q2 2021, filed 22 Jul 2021.