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Redwood Wealth Management Group’s Lazard LAZ Stock Holding History

Redwood Wealth Management Group’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
-2,269
Closed -$86.6K – 671
2024
Q2 		$86.6K Buy
+2,269
New +$88.6K 0.07% 224

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Redwood Wealth Management Group's LAZ Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Lazard (LAZ) in Q3 2024, closing a stake of 2,269 shares — an estimated $86.6K sold.

Redwood Wealth Management Group first reported a position in LAZ in Q2 2024 and held it in 1 quarter. The position peaked at $86.6K in Q2 2024. 274 funds tracked by Wall St. Rank hold LAZ as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Lazard position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 2,269 Lazard shares in Q3 2024, an estimated $86.6K.
  • Redwood Wealth Management Group first reported a position in Lazard in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Lazard position peaked at $86.6K in Q2 2024.
  • 274 funds tracked by Wall St. Rank held Lazard as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.