WealthShield Partners’s Lazard LAZ Stock Holding History

WealthShield 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
2021 Q3	–	Sell	-239	Closed	-$11K	–	506
2021 Q2	$11K	Sell	239 -78	-25%	-$3.58K	﹤0.01%	751
2021 Q1	$14K	Buy	+317	New	+$13.5K	﹤0.01%	744

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthShield Partners's LAZ Position: Q3 2021 in Review

WealthShield Partners sold out of Lazard (LAZ) in Q3 2021, closing a stake of 239 shares — an estimated $11K sold.

WealthShield Partners first reported a position in LAZ in Q1 2021 and held it in 2 quarters. The position peaked at $14K in Q1 2021. 240 funds tracked by Wall St. Rank hold LAZ as of Q3 2021.

WealthShield Partners reported no remaining Lazard position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 239 Lazard shares in Q3 2021, an estimated $11K.
WealthShield Partners first reported a position in Lazard in Q1 2021 and held it in 2 quarters.
WealthShield Partners's Lazard position peaked at $14K in Q1 2021.
240 funds tracked by Wall St. Rank held Lazard as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.