SWP
LAZ icon

Stratos Wealth Partners’s Lazard LAZ Stock Holding History

Stratos Wealth Partners’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
-6,772
Closed -$210K – 1403
2023
Q3 		$210K Buy
+6,772
New +$227K ﹤0.01% 1151
2023
Q1 		– Sell
-6,405
Closed -$222K – 1186
2022
Q4 		$222K Sell
6,405
-295
-4% -$10.5K 0.01% 1005
2022
Q3 		$213K Sell
6,700
-1,843
-22% -$66.3K 0.01% 1004
2022
Q2 		$277K Buy
+8,543
New +$288K 0.01% 960
2018
Q4 		– Sell
-1,580
Closed -$76K – 1739
2018
Q3 		$76K Buy
+1,580
New +$78.6K ﹤0.01% 1261
2018
Q2 		– Sell
-1,788
Closed -$94K – 1862
2018
Q1 		$94K Buy
1,788
+346
+24% +$19.2K ﹤0.01% 1239
2017
Q4 		$76K Buy
+1,442
New +$69.1K ﹤0.01% 1315

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 $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return