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Wilbanks Smith & Thomas Asset Management’s Lazard LAZ Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
Q4 		– Sell
-734
Closed -$35K – 876
2018
Q3 		$35K Buy
+734
New +$36.5K ﹤0.01% 757

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's LAZ Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Lazard (LAZ) in Q4 2018, closing a stake of 734 shares — an estimated $35K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in LAZ in Q3 2018 and held it in 1 quarter. The position peaked at $35K in Q3 2018. 273 funds tracked by Wall St. Rank hold LAZ as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Lazard position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 734 Lazard shares in Q4 2018, an estimated $35K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Lazard in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Lazard position peaked at $35K in Q3 2018.
  • 273 funds tracked by Wall St. Rank held Lazard as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.