THWM
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Taylor Hoffman Wealth Management’s Lazard LAZ Stock Holding History

Taylor Hoffman Wealth Management’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
2020
Q1 		– Sell
-427
Closed -$17K – 255
2019
Q4 		$17K Sell
427
-191
-31% -$7.21K 0.01% 280
2019
Q3 		$22K Hold
618
– – 0.02% 261
2019
Q2 		$21K Buy
+618
New +$22.2K 0.02% 247

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
T. Rowe Price Associates
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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Taylor Hoffman Wealth Management's LAZ Position: Q1 2020 in Review

Taylor Hoffman Wealth Management sold out of Lazard (LAZ) in Q1 2020, closing a stake of 427 shares — an estimated $17K sold.

Taylor Hoffman Wealth Management first reported a position in LAZ in Q2 2019 and held it in 3 quarters. The position peaked at $22K in Q3 2019. 219 funds tracked by Wall St. Rank hold LAZ as of Q1 2020.

  • Taylor Hoffman Wealth Management reported no remaining Lazard position as of Q1 2020 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 427 Lazard shares in Q1 2020, an estimated $17K.
  • Taylor Hoffman Wealth Management first reported a position in Lazard in Q2 2019 and held it in 3 quarters.
  • Taylor Hoffman Wealth Management's Lazard position peaked at $22K in Q3 2019.
  • 219 funds tracked by Wall St. Rank held Lazard as of Q1 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.