CWM
LAZR

Castle Wealth Management’s Luminar Technologies LAZR Stock Holding History

Castle Wealth Management’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
-3
Closed – – 383
2022
Q3 		$0 Hold
3
– – ﹤0.01% 703
2022
Q2 		$0 Buy
+3
New +$479 ﹤0.01% 686

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

Castle Wealth Management's LAZR Position: Q4 2022 in Review

Castle Wealth Management sold out of Luminar Technologies (LAZR) in Q4 2022, closing a stake of 3 shares.

Castle Wealth Management first reported a position in LAZR in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 260 funds tracked by Wall St. Rank hold LAZR as of Q4 2022.

  • Castle Wealth Management reported no remaining Luminar Technologies position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 3 Luminar Technologies shares in Q4 2022.
  • Castle Wealth Management first reported a position in Luminar Technologies in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Luminar Technologies position peaked at $0 in Q3 2022.
  • 260 funds tracked by Wall St. Rank held Luminar Technologies as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.