Comprehensive Financial Management’s Luminar Technologies LAZR Stock Holding History

Comprehensive Financial 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
2024 Q4	–	Sell	-9,894	Closed	-$134K	–	45
2024 Q3	$134K	Hold	9,894	–	–	﹤0.01%	41
2024 Q2	$221K	Hold	9,894	–	–	0.01%	40
2024 Q1	$292K	Hold	9,894	–	–	0.01%	37
2023 Q4	$500K	Hold	9,894	–	–	0.02%	34
2023 Q3	$675K	Buy	9,894 +406	+4%	+$37.2K	0.02%	33
2023 Q2	$979K	Buy	9,488 +186	+2%	+$17.6K	0.03%	33
2023 Q1	$906K	Hold	9,302	–	–	0.03%	33
2022 Q4	$691K	Hold	9,302	–	–	0.02%	35
2022 Q3	$1.02M	Hold	9,302	–	–	0.03%	35
2022 Q2	$827K	Hold	9,302	–	–	0.02%	38
2022 Q1	$2.36M	Hold	9,302	–	–	0.04%	30
2021 Q4	$2.36M	Buy	9,302 +528	+6%	+$132K	0.03%	31
2021 Q3	$2.05M	Buy	+8,774	New	+$2.32M	0.02%	30

Other funds holding LAZR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $246M AUM

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Comprehensive Financial Management's LAZR Position: Q4 2024 in Review

Comprehensive Financial Management sold out of Luminar Technologies (LAZR) in Q4 2024, closing a stake of 9,894 shares — an estimated $134K sold.

Comprehensive Financial Management first reported a position in LAZR in Q3 2021 and held it in 13 quarters. The position peaked at $2.36M in Q1 2022. 141 funds tracked by Wall St. Rank hold LAZR as of Q4 2024.

Comprehensive Financial Management reported no remaining Luminar Technologies position as of Q4 2024 after selling out during the quarter.
Comprehensive Financial Management sold 9,894 Luminar Technologies shares in Q4 2024, an estimated $134K.
Comprehensive Financial Management first reported a position in Luminar Technologies in Q3 2021 and held it in 13 quarters.
Comprehensive Financial Management's Luminar Technologies position peaked at $2.36M in Q1 2022.
141 funds tracked by Wall St. Rank held Luminar Technologies as of Q4 2024.

Based on Comprehensive Financial Management's 13F filing for Q4 2024, filed 14 Feb 2025.