WP
LAZ icon

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 – 320
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 $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return