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TCI Wealth Advisors’s La-Z-Boy LZB Stock Holding History

TCI Wealth Advisors’s Portfolio LZB Stock Details LZB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-212
Closed -$6.17K – 1357
2023
Q1 		$6.17K Hold
212
– – ﹤0.01% 1387
2022
Q4 		$4.84K Hold
212
– – ﹤0.01% 1546
2022
Q3 		$5K Buy
212
+3
+1% +$80 ﹤0.01% 1483
2022
Q2 		$5K Buy
+209
New +$5.38K ﹤0.01% 1508
2022
Q1 		– Sell
-175
Closed -$6K – 2353
2021
Q4 		$6K Hold
175
– – ﹤0.01% 1549
2021
Q3 		$6K Sell
175
-42
-19% -$1.45K ﹤0.01% 1478
2021
Q2 		$8K Hold
217
– – ﹤0.01% 1116
2021
Q1 		$9K Buy
+217
New +$9.09K ﹤0.01% 916

Other funds holding LZB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCI Wealth Advisors's LZB Position: Q2 2023 in Review

TCI Wealth Advisors sold out of La-Z-Boy (LZB) in Q2 2023, closing a stake of 212 shares — an estimated $6.17K sold.

TCI Wealth Advisors first reported a position in LZB in Q1 2021 and held it in 8 quarters. The position peaked at $9K in Q1 2021. 225 funds tracked by Wall St. Rank hold LZB as of Q2 2023.

  • TCI Wealth Advisors reported no remaining La-Z-Boy position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 212 La-Z-Boy shares in Q2 2023, an estimated $6.17K.
  • TCI Wealth Advisors first reported a position in La-Z-Boy in Q1 2021 and held it in 8 quarters.
  • TCI Wealth Advisors's La-Z-Boy position peaked at $9K in Q1 2021.
  • 225 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.