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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 $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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Stratos Wealth Partners's LAZ Position: Q4 2023 in Review

Stratos Wealth Partners sold out of Lazard (LAZ) in Q4 2023, closing a stake of 6,772 shares — an estimated $210K sold.

Stratos Wealth Partners first reported a position in LAZ in Q4 2017 and held it in 7 quarters. The position peaked at $277K in Q2 2022. 164 funds tracked by Wall St. Rank hold LAZ as of Q4 2023.

  • Stratos Wealth Partners reported no remaining Lazard position as of Q4 2023 after selling out during the quarter.
  • Stratos Wealth Partners sold 6,772 Lazard shares in Q4 2023, an estimated $210K.
  • Stratos Wealth Partners first reported a position in Lazard in Q4 2017 and held it in 7 quarters.
  • Stratos Wealth Partners's Lazard position peaked at $277K in Q2 2022.
  • 164 funds tracked by Wall St. Rank held Lazard as of Q4 2023.

Based on Stratos Wealth Partners's 13F filing for Q4 2023, filed 24 Jan 2024.