Venturi Wealth Management’s Lazard LAZ Stock Holding History

Venturi 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
2025 Q1	–	Sell	-2,100	Closed	-$108K	–	1277
2024 Q4	$108K	Buy	+2,100	New	+$112K	0.01%	739

Other funds holding LAZ

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

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Venturi Wealth Management's LAZ Position: Q1 2025 in Review

Venturi Wealth Management sold out of Lazard (LAZ) in Q1 2025, closing a stake of 2,100 shares — an estimated $108K sold.

Venturi Wealth Management first reported a position in LAZ in Q4 2024 and held it in 1 quarter. The position peaked at $108K in Q4 2024. 287 funds tracked by Wall St. Rank hold LAZ as of Q1 2025.

Venturi Wealth Management reported no remaining Lazard position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 2,100 Lazard shares in Q1 2025, an estimated $108K.
Venturi Wealth Management first reported a position in Lazard in Q4 2024 and held it in 1 quarter.
Venturi Wealth Management's Lazard position peaked at $108K in Q4 2024.
287 funds tracked by Wall St. Rank held Lazard as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.