AWA
LAZR

Arete Wealth Advisors’s Luminar Technologies LAZR Stock Holding History

Arete Wealth Advisors’s Portfolio LAZR Stock Details LAZR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,608
Closed -$36K – 772
2024
Q2 		$36K Buy
+1,608
New +$38.1K ﹤0.01% 710
2024
Q1 		– Sell
-2,300
Closed -$116K – 569
2023
Q4 		$116K Buy
2,300
+1,515
+193% +$75.3K 0.01% 704
2023
Q3 		$53.6K Buy
785
+39
+5% +$3.58K 0.01% 478
2023
Q2 		$77K Buy
746
+8
+1% +$756 0.01% 637
2023
Q1 		$72K Sell
738
-30
-4% -$3.15K 0.01% 616
2022
Q4 		$57M Buy
768
+22
+3% +$2.4K 0.01% 599
2022
Q3 		$81K Buy
+746
New +$89K 0.01% 545

Other funds holding LAZR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return

Arete Wealth Advisors's LAZR Position: Q3 2024 in Review

Arete Wealth Advisors sold out of Luminar Technologies (LAZR) in Q3 2024, closing a stake of 1,608 shares — an estimated $36K sold.

Arete Wealth Advisors first reported a position in LAZR in Q3 2022 and held it in 7 quarters. The position peaked at $57M in Q4 2022. 237 funds tracked by Wall St. Rank hold LAZR as of Q3 2024.

  • Arete Wealth Advisors reported no remaining Luminar Technologies position as of Q3 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,608 Luminar Technologies shares in Q3 2024, an estimated $36K.
  • Arete Wealth Advisors first reported a position in Luminar Technologies in Q3 2022 and held it in 7 quarters.
  • Arete Wealth Advisors's Luminar Technologies position peaked at $57M in Q4 2022.
  • 237 funds tracked by Wall St. Rank held Luminar Technologies as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.