Summit Financial Wealth Advisors’s Lazard LAZ Stock Holding History

Summit Financial Wealth 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
2018 Q4	–	Sell	-75,374	Closed	-$3.23M	–	140
2018 Q3	$3.23M	Buy	75,374 +14,034	+23%	+$698K	0.97%	34
2018 Q2	$3.22M	Hold	61,340	–	–	1.08%	30
2018 Q1	$3.22M	Buy	61,340 +13,742	+29%	+$762K	1.06%	31
2017 Q4	$2.5M	Buy	47,598 +11,514	+32%	+$552K	0.86%	41
2017 Q3	$1.63M	Buy	+36,084	New	+$1.6M	0.59%	47

Other funds holding LAZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Summit Financial Wealth Advisors's LAZ Position: Q4 2018 in Review

Summit Financial Wealth Advisors sold out of Lazard (LAZ) in Q4 2018, closing a stake of 75,374 shares — an estimated $3.23M sold.

Summit Financial Wealth Advisors first reported a position in LAZ in Q3 2017 and held it in 5 quarters. The position peaked at $3.23M in Q3 2018. 273 funds tracked by Wall St. Rank hold LAZ as of Q4 2018.

Summit Financial Wealth Advisors reported no remaining Lazard position as of Q4 2018 after selling out during the quarter.
Summit Financial Wealth Advisors sold 75,374 Lazard shares in Q4 2018, an estimated $3.23M.
Summit Financial Wealth Advisors first reported a position in Lazard in Q3 2017 and held it in 5 quarters.
Summit Financial Wealth Advisors's Lazard position peaked at $3.23M in Q3 2018.
273 funds tracked by Wall St. Rank held Lazard as of Q4 2018.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.