AWE
LAZR

Avidian Wealth Enterprises’s Luminar Technologies LAZR Stock Holding History

Avidian Wealth Enterprises’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
2022
Q4 		– Sell
-2,600
Closed -$284K – 461
2022
Q3 		$284K Sell
2,600
-867
-25% -$103K 0.02% 330
2022
Q2 		$308K Buy
3,467
+1,667
+93% +$266K 0.02% 346
2022
Q1 		$422K Buy
1,800
+533
+42% +$117K 0.03% 332
2021
Q4 		$321K Buy
1,267
+234
+23% +$58.5K 0.02% 387
2021
Q3 		$242K Buy
+1,033
New +$273K 0.02% 328

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
GIA
G2VP I Associates Portola Valley, California $48.2M AUM 37.59% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
VIP
Vantage Investment Partners Kansas City, Missouri $1.45B AUM 18.96% 1-Year Est. Return

Avidian Wealth Enterprises's LAZR Position: Q4 2022 in Review

Avidian Wealth Enterprises sold out of Luminar Technologies (LAZR) in Q4 2022, closing a stake of 2,600 shares — an estimated $284K sold.

Avidian Wealth Enterprises first reported a position in LAZR in Q3 2021 and held it in 5 quarters. The position peaked at $422K in Q1 2022. 260 funds tracked by Wall St. Rank hold LAZR as of Q4 2022.

  • Avidian Wealth Enterprises reported no remaining Luminar Technologies position as of Q4 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 2,600 Luminar Technologies shares in Q4 2022, an estimated $284K.
  • Avidian Wealth Enterprises first reported a position in Luminar Technologies in Q3 2021 and held it in 5 quarters.
  • Avidian Wealth Enterprises's Luminar Technologies position peaked at $422K in Q1 2022.
  • 260 funds tracked by Wall St. Rank held Luminar Technologies as of Q4 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2022, filed 6 Feb 2023.