BSW
LAZR

Buckingham Strategic Wealth’s Luminar Technologies LAZR Stock Holding History

Buckingham Strategic Wealth’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
2023
Q3 		– Sell
-1,082
Closed -$112K – 700
2023
Q2 		$112K Buy
1,082
+5
+0.5% +$472 ﹤0.01% 662
2023
Q1 		$80K Hold
1,077
– – ﹤0.01% 591
2022
Q4 		$80K Buy
+1,077
New +$117K ﹤0.01% 593

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
GIA
G2VP I Associates Portola Valley, California $48.2M AUM 37.59% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Buckingham Strategic Wealth's LAZR Position: Q3 2023 in Review

Buckingham Strategic Wealth sold out of Luminar Technologies (LAZR) in Q3 2023, closing a stake of 1,082 shares — an estimated $112K sold.

Buckingham Strategic Wealth first reported a position in LAZR in Q4 2022 and held it in 3 quarters. The position peaked at $112K in Q2 2023. 249 funds tracked by Wall St. Rank hold LAZR as of Q3 2023.

  • Buckingham Strategic Wealth reported no remaining Luminar Technologies position as of Q3 2023 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 1,082 Luminar Technologies shares in Q3 2023, an estimated $112K.
  • Buckingham Strategic Wealth first reported a position in Luminar Technologies in Q4 2022 and held it in 3 quarters.
  • Buckingham Strategic Wealth's Luminar Technologies position peaked at $112K in Q2 2023.
  • 249 funds tracked by Wall St. Rank held Luminar Technologies as of Q3 2023.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2023, filed 13 Nov 2023.