AWA
LAZR

Arkadios Wealth Advisors’s Luminar Technologies LAZR Stock Holding History

Arkadios 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
2021
Q4 		– Sell
-109
Closed -$25K – 1241
2021
Q3 		$25K Sell
109
-3
-3% -$794 ﹤0.01% 1128
2021
Q2 		$36K Buy
112
+73
+187% +$24.1K ﹤0.01% 1050
2021
Q1 		$14K Buy
+39
New +$17.6K ﹤0.01% 1084

Other funds holding LAZR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIA
G2VP I Associates Portola Valley, California $48.2M AUM 37.59% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CG1
Canvas GP 1 Portola Valley, California $95.3M AUM
VIP
Vantage Investment Partners Kansas City, Missouri $1.45B AUM 18.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Arkadios Wealth Advisors's LAZR Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Luminar Technologies (LAZR) in Q4 2021, closing a stake of 109 shares — an estimated $25K sold.

Arkadios Wealth Advisors first reported a position in LAZR in Q1 2021 and held it in 3 quarters. The position peaked at $36K in Q2 2021. 228 funds tracked by Wall St. Rank hold LAZR as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Luminar Technologies position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 109 Luminar Technologies shares in Q4 2021, an estimated $25K.
  • Arkadios Wealth Advisors first reported a position in Luminar Technologies in Q1 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Luminar Technologies position peaked at $36K in Q2 2021.
  • 228 funds tracked by Wall St. Rank held Luminar Technologies as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.