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Rise Advisors’s Lazard LAZ Stock Holding History

Rise Advisors’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
Q2 		– Sell
-69
Closed -$2.27K – 737
2023
Q1 		$2.27K Buy
69
+1
+1% +$37 ﹤0.01% 557
2022
Q4 		$2.35K Buy
68
+1
+1% +$36 ﹤0.01% 545
2022
Q3 		$2K Buy
67
+1
+2% +$36 ﹤0.01% 556
2022
Q2 		$2K Buy
66
+1
+2% +$34 ﹤0.01% 564
2022
Q1 		$2K Buy
+65
New +$2.51K ﹤0.01% 538

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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rise Advisors's LAZ Position: Q2 2023 in Review

Rise Advisors sold out of Lazard (LAZ) in Q2 2023, closing a stake of 69 shares — an estimated $2.27K sold.

Rise Advisors first reported a position in LAZ in Q1 2022 and held it in 5 quarters. The position peaked at $2.35K in Q4 2022. 197 funds tracked by Wall St. Rank hold LAZ as of Q2 2023.

  • Rise Advisors reported no remaining Lazard position as of Q2 2023 after selling out during the quarter.
  • Rise Advisors sold 69 Lazard shares in Q2 2023, an estimated $2.27K.
  • Rise Advisors first reported a position in Lazard in Q1 2022 and held it in 5 quarters.
  • Rise Advisors's Lazard position peaked at $2.35K in Q4 2022.
  • 197 funds tracked by Wall St. Rank held Lazard as of Q2 2023.

Based on Rise Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.