RWB
LAZ icon

RMR Wealth Builders’s Lazard LAZ Stock Holding History

RMR Wealth Builders’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
-197
Closed -$9K – 448
2021
Q1 		$9K Buy
197
+2
+1% +$85 ﹤0.01% 607
2020
Q4 		$8K Buy
+195
New +$7.37K ﹤0.01% 424
2020
Q3 		– Sell
-195
Closed -$6K – 356
2020
Q2 		$6K Buy
+195
New +$5.28K 0.01% 370
2019
Q4 		$8K Buy
+195
New +$7.37K 0.01% 354

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
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
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
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

RMR Wealth Builders's LAZ Position: Q2 2021 in Review

RMR Wealth Builders sold out of Lazard (LAZ) in Q2 2021, closing a stake of 197 shares — an estimated $9K sold.

RMR Wealth Builders first reported a position in LAZ in Q4 2019 and held it in 4 quarters. The position peaked at $9K in Q1 2021. 260 funds tracked by Wall St. Rank hold LAZ as of Q2 2021.

  • RMR Wealth Builders reported no remaining Lazard position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 197 Lazard shares in Q2 2021, an estimated $9K.
  • RMR Wealth Builders first reported a position in Lazard in Q4 2019 and held it in 4 quarters.
  • RMR Wealth Builders's Lazard position peaked at $9K in Q1 2021.
  • 260 funds tracked by Wall St. Rank held Lazard as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.