AAS
LAZR

Avantax Advisory Services’s Luminar Technologies LAZR Stock Holding History

Avantax Advisory Services’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
Q1 		– Sell
-874
Closed -$44.2K – 1709
2023
Q4 		$44.2K Sell
874
-244
-22% -$12.1K ﹤0.01% 1547
2023
Q3 		$76.3K Buy
+1,118
New +$103K ﹤0.01% 1501

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
GAA
Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VIP
Vantage Investment Partners Kansas City, Missouri $1.45B AUM 18.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Advisory Services's LAZR Position: Q1 2024 in Review

Avantax Advisory Services sold out of Luminar Technologies (LAZR) in Q1 2024, closing a stake of 874 shares — an estimated $44.2K sold.

Avantax Advisory Services first reported a position in LAZR in Q3 2023 and held it in 2 quarters. The position peaked at $76.3K in Q3 2023. 260 funds tracked by Wall St. Rank hold LAZR as of Q1 2024.

  • Avantax Advisory Services reported no remaining Luminar Technologies position as of Q1 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 874 Luminar Technologies shares in Q1 2024, an estimated $44.2K.
  • Avantax Advisory Services first reported a position in Luminar Technologies in Q3 2023 and held it in 2 quarters.
  • Avantax Advisory Services's Luminar Technologies position peaked at $76.3K in Q3 2023.
  • 260 funds tracked by Wall St. Rank held Luminar Technologies as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.