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Wealthspire Advisors (Maryland)’s Lazard LAZ Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q2 		– Sell
-200
Closed -$11K – 2510
2018
Q1 		$11K Hold
200
– – ﹤0.01% 1528
2017
Q4 		$11K Buy
+200
New +$9.58K ﹤0.01% 1551
2017
Q1 		– Sell
-123
Closed -$5K – 1977
2016
Q4 		$5K Buy
+123
New +$4.78K ﹤0.01% 1383
2016
Q2 		– Sell
-1,500
Closed -$58K – 1761
2016
Q1 		$58K Sell
1,500
-1,500
-50% -$53.8K 0.01% 666
2015
Q4 		$135K Buy
+3,000
New +$137K 0.03% 457

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LAZ Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Lazard (LAZ) in Q2 2018, closing a stake of 200 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in LAZ in Q4 2015 and held it in 5 quarters. The position peaked at $135K in Q4 2015. 332 funds tracked by Wall St. Rank hold LAZ as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Lazard position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 200 Lazard shares in Q2 2018, an estimated $11K.
  • Wealthspire Advisors (Maryland) first reported a position in Lazard in Q4 2015 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Lazard position peaked at $135K in Q4 2015.
  • 332 funds tracked by Wall St. Rank held Lazard as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.