Wealthspire Advisors (Maryland)’s La-Z-Boy LZB Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio LZB Stock Details LZB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-536	Closed	-$18K	–	1345
2019 Q1	$18K	Buy	536 +12	+2%	+$379	﹤0.01%	1321
2018 Q4	$15K	Sell	524 -11	-2%	-$310	﹤0.01%	1322
2018 Q3	$17K	Hold	535	–	–	﹤0.01%	1366
2018 Q2	$16K	Hold	535	–	–	﹤0.01%	1398
2018 Q1	$16K	Hold	535	–	–	﹤0.01%	1371
2017 Q4	$17K	Buy	535 +140	+35%	+$4.04K	﹤0.01%	1376
2017 Q3	$11K	Buy	395 +70	+22%	+$2.04K	﹤0.01%	1542
2017 Q2	$11K	Sell	325 -1,861	-85%	-$52.2K	﹤0.01%	1496
2017 Q1	$59K	Sell	2,186 -310	-12%	-$8.79K	0.01%	761
2016 Q4	$78K	Buy	2,496 +140	+6%	+$3.79K	0.01%	657
2016 Q3	$58K	Sell	2,356 -724	-24%	-$20.4K	0.01%	733
2016 Q2	$86K	Buy	3,080 +1,680	+120%	+$44K	0.01%	566
2016 Q1	$37K	Buy	1,400 +750	+115%	+$17.5K	0.01%	781
2015 Q4	$16K	Buy	+650	New	+$17.4K	﹤0.01%	1045

Other funds holding LZB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LZB Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of La-Z-Boy (LZB) in Q2 2019, closing a stake of 536 shares — an estimated $18K sold.

Wealthspire Advisors (Maryland) first reported a position in LZB in Q4 2015 and held it in 14 quarters. The position peaked at $86K in Q2 2016. 206 funds tracked by Wall St. Rank hold LZB as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining La-Z-Boy position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 536 La-Z-Boy shares in Q2 2019, an estimated $18K.
Wealthspire Advisors (Maryland) first reported a position in La-Z-Boy in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s La-Z-Boy position peaked at $86K in Q2 2016.
206 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.