SYSTM Wealth Solutions’s Lazard LAZ Stock Holding History

SYSTM Wealth Solutions’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
2024 Q2	–	Sell	-1,136	Closed	-$47.6K	–	825
2024 Q1	$47.6K	Buy	+1,136	New	+$44.2K	0.01%	582

Other funds holding LAZ

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SYSTM Wealth Solutions's LAZ Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Lazard (LAZ) in Q2 2024, closing a stake of 1,136 shares — an estimated $47.6K sold.

SYSTM Wealth Solutions first reported a position in LAZ in Q1 2024 and held it in 1 quarter. The position peaked at $47.6K in Q1 2024. 257 funds tracked by Wall St. Rank hold LAZ as of Q2 2024.

SYSTM Wealth Solutions reported no remaining Lazard position as of Q2 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 1,136 Lazard shares in Q2 2024, an estimated $47.6K.
SYSTM Wealth Solutions first reported a position in Lazard in Q1 2024 and held it in 1 quarter.
SYSTM Wealth Solutions's Lazard position peaked at $47.6K in Q1 2024.
257 funds tracked by Wall St. Rank held Lazard as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.