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Valeo Financial Advisors’s Lazard LAZ Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-1,011
Closed -$44K – 1219
2021
Q1 		$44K Buy
+1,011
New +$43K ﹤0.01% 920
2020
Q3 		– Sell
-301
Closed -$9K – 1892
2020
Q2 		$9K Buy
+301
New +$8.15K ﹤0.01% 1324

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
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Valeo Financial Advisors's LAZ Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Lazard (LAZ) in Q2 2021, closing a stake of 1,011 shares — an estimated $44K sold.

Valeo Financial Advisors first reported a position in LAZ in Q2 2020 and held it in 2 quarters. The position peaked at $44K in Q1 2021. 260 funds tracked by Wall St. Rank hold LAZ as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Lazard position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,011 Lazard shares in Q2 2021, an estimated $44K.
  • Valeo Financial Advisors first reported a position in Lazard in Q2 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Lazard position peaked at $44K in Q1 2021.
  • 260 funds tracked by Wall St. Rank held Lazard as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.