CWM
LAZR

Circle Wealth Management’s Luminar Technologies LAZR Stock Holding History

Circle 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
Q1 		– Sell
-706
Closed -$179K – 193
2021
Q4 		$179K Sell
706
-14
-2% -$3.5K 0.02% 193
2021
Q3 		$168K Buy
720
+95
+15% +$25.1K 0.02% 177
2021
Q2 		$206K Buy
+625
New +$206K 0.03% 174

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return

Circle Wealth Management's LAZR Position: Q1 2022 in Review

Circle Wealth Management sold out of Luminar Technologies (LAZR) in Q1 2022, closing a stake of 706 shares — an estimated $179K sold.

Circle Wealth Management first reported a position in LAZR in Q2 2021 and held it in 3 quarters. The position peaked at $206K in Q2 2021. 227 funds tracked by Wall St. Rank hold LAZR as of Q1 2022.

  • Circle Wealth Management reported no remaining Luminar Technologies position as of Q1 2022 after selling out during the quarter.
  • Circle Wealth Management sold 706 Luminar Technologies shares in Q1 2022, an estimated $179K.
  • Circle Wealth Management first reported a position in Luminar Technologies in Q2 2021 and held it in 3 quarters.
  • Circle Wealth Management's Luminar Technologies position peaked at $206K in Q2 2021.
  • 227 funds tracked by Wall St. Rank held Luminar Technologies as of Q1 2022.

Based on Circle Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.