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Wealthcare Advisory Partners’s Lazard LAZ Stock Holding History

Wealthcare Advisory Partners’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
2019
Q2 		– Sell
-16
Closed -$1K – 1340
2019
Q1 		$1K Hold
16
– – ﹤0.01% 1159
2018
Q4 		$1K Hold
16
– – ﹤0.01% 1146
2018
Q3 		$1K Hold
16
– – ﹤0.01% 1181
2018
Q2 		$1K Hold
16
– – ﹤0.01% 1180
2018
Q1 		$1K Sell
16
-12
-43% -$666 ﹤0.01% 1015
2017
Q4 		$1K Hold
28
– – ﹤0.01% 1003
2017
Q3 		$1K Buy
+28
New +$1.24K ﹤0.01% 826

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
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wealthcare Advisory Partners's LAZ Position: Q2 2019 in Review

Wealthcare Advisory Partners sold out of Lazard (LAZ) in Q2 2019, closing a stake of 16 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in LAZ in Q3 2017 and held it in 7 quarters. The position peaked at $1K in Q1 2019. 253 funds tracked by Wall St. Rank hold LAZ as of Q2 2019.

  • Wealthcare Advisory Partners reported no remaining Lazard position as of Q2 2019 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 16 Lazard shares in Q2 2019, an estimated $1K.
  • Wealthcare Advisory Partners first reported a position in Lazard in Q3 2017 and held it in 7 quarters.
  • Wealthcare Advisory Partners's Lazard position peaked at $1K in Q1 2019.
  • 253 funds tracked by Wall St. Rank held Lazard as of Q2 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2019, filed 30 Jul 2019.