Wipfli Financial Advisors’s La-Z-Boy LZB Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$12K	Buy	+519	New	+$13.8K	﹤0.01%	1781

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wipfli Financial Advisors's LZB Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in La-Z-Boy (LZB) in Q3 2022: 519 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1781 among its holdings.

216 funds tracked by Wall St. Rank hold LZB as of Q3 2022.

Wipfli Financial Advisors held 519 shares of La-Z-Boy worth $12K as of Q3 2022.
La-Z-Boy was a new Wipfli Financial Advisors position in Q3 2022.
La-Z-Boy made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1781 holding.
216 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.