CWA
LAZR

Clearview Wealth Advisors’s Luminar Technologies LAZR Stock Holding History

Clearview Wealth Advisors’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
Q2 		– Sell
-7
Closed -$649 – 712
2023
Q1 		$649 Hold
7
– – ﹤0.01% 600
2022
Q4 		$495 Hold
7
– – ﹤0.01% 558
2022
Q3 		$1K Hold
7
– – ﹤0.01% 535
2022
Q2 		$1K Hold
7
– – ﹤0.01% 539
2022
Q1 		$2K Hold
7
– – ﹤0.01% 527
2021
Q4 		$2K Buy
+7
New +$1.75K ﹤0.01% 589
2021
Q3 		– Sell
-13
Closed -$4K – 680
2021
Q2 		$4K Hold
13
– – ﹤0.01% 529
2021
Q1 		$5K Buy
13
+6
+86% +$2.71K ﹤0.01% 492
2020
Q4 		$3K Buy
+7
New +$1.86K ﹤0.01% 484

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Clearview Wealth Advisors's LAZR Position: Q2 2023 in Review

Clearview Wealth Advisors sold out of Luminar Technologies (LAZR) in Q2 2023, closing a stake of 7 shares — an estimated $649 sold.

Clearview Wealth Advisors first reported a position in LAZR in Q4 2020 and held it in 9 quarters. The position peaked at $5K in Q1 2021. 253 funds tracked by Wall St. Rank hold LAZR as of Q2 2023.

  • Clearview Wealth Advisors reported no remaining Luminar Technologies position as of Q2 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 7 Luminar Technologies shares in Q2 2023, an estimated $649.
  • Clearview Wealth Advisors first reported a position in Luminar Technologies in Q4 2020 and held it in 9 quarters.
  • Clearview Wealth Advisors's Luminar Technologies position peaked at $5K in Q1 2021.
  • 253 funds tracked by Wall St. Rank held Luminar Technologies as of Q2 2023.

Based on Clearview Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.