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WealthPLAN Partners’s Lazard LAZ Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-250
Closed -$8K – 761
2023
Q2 		$8K Hold
250
– – ﹤0.01% 833
2023
Q1 		$8.28K Buy
+250
New +$9.22K ﹤0.01% 910
2017
Q2 		– Sell
-435
Closed -$19.4K – 318
2017
Q1 		$19.4K Buy
+435
New +$18.8K 0.07% 193
2016
Q3 		– Sell
-1,400
Closed -$20.9K – 1025
2016
Q2 		$20.9K Buy
+1,400
New +$48.5K ﹤0.01% 1380

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's LAZ Position: Q3 2023 in Review

WealthPLAN Partners sold out of Lazard (LAZ) in Q3 2023, closing a stake of 250 shares — an estimated $8K sold.

WealthPLAN Partners first reported a position in LAZ in Q2 2016 and held it in 4 quarters. The position peaked at $20.9K in Q2 2016. 195 funds tracked by Wall St. Rank hold LAZ as of Q3 2023.

  • WealthPLAN Partners reported no remaining Lazard position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 250 Lazard shares in Q3 2023, an estimated $8K.
  • WealthPLAN Partners first reported a position in Lazard in Q2 2016 and held it in 4 quarters.
  • WealthPLAN Partners's Lazard position peaked at $20.9K in Q2 2016.
  • 195 funds tracked by Wall St. Rank held Lazard as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.