WLPWM
LAZ icon

Walled Lake Planning & Wealth Management’s Lazard LAZ Stock Holding History

Walled Lake Planning & 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
-2,150
Closed -$86K – 347
2019
Q4 		$86K Buy
+2,150
New +$81.2K 0.06% 94

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 $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Walled Lake Planning & Wealth Management's LAZ Position: Q1 2020 in Review

Walled Lake Planning & Wealth Management sold out of Lazard (LAZ) in Q1 2020, closing a stake of 2,150 shares — an estimated $86K sold.

Walled Lake Planning & Wealth Management first reported a position in LAZ in Q4 2019 and held it in 1 quarter. The position peaked at $86K in Q4 2019. 220 funds tracked by Wall St. Rank hold LAZ as of Q1 2020.

  • Walled Lake Planning & Wealth Management reported no remaining Lazard position as of Q1 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 2,150 Lazard shares in Q1 2020, an estimated $86K.
  • Walled Lake Planning & Wealth Management first reported a position in Lazard in Q4 2019 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's Lazard position peaked at $86K in Q4 2019.
  • 220 funds tracked by Wall St. Rank held Lazard as of Q1 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.