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Venturi Wealth Management’s La-Z-Boy LZB Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-1,175
Closed -$51.2K – 1312
2024
Q4 		$51.2K Buy
+1,175
New +$49.7K ﹤0.01% 1011

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Venturi Wealth Management sold out of La-Z-Boy (LZB) in Q1 2025, closing a stake of 1,175 shares — an estimated $51.2K sold.

Venturi Wealth Management first reported a position in LZB in Q4 2024 and held it in 1 quarter. The position peaked at $51.2K in Q4 2024. 246 funds tracked by Wall St. Rank hold LZB as of Q1 2025.

  • Venturi Wealth Management reported no remaining La-Z-Boy position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,175 La-Z-Boy shares in Q1 2025, an estimated $51.2K.
  • Venturi Wealth Management first reported a position in La-Z-Boy in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's La-Z-Boy position peaked at $51.2K in Q4 2024.
  • 246 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2025.

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