Creative Planning
LAZR

Creative Planning’s Luminar Technologies LAZR Stock Holding History

Creative Planning’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
-3,167
Closed -$42.7K – 3643
2024
Q3 		$42.7K Sell
3,167
-2,133
-40% -$38.7K ﹤0.01% 3106
2024
Q2 		$118K Buy
5,300
+2,030
+62% +$48.1K ﹤0.01% 2808
2024
Q1 		$96.6K Buy
3,270
+1,067
+48% +$38.9K ﹤0.01% 2714
2023
Q4 		$111K Buy
2,203
+86
+4% +$4.28K ﹤0.01% 2559
2023
Q3 		$144K Sell
2,117
-3
-0.1% -$275 ﹤0.01% 2326
2023
Q2 		$219K Buy
2,120
+305
+17% +$28.8K ﹤0.01% 2147
2023
Q1 		$177K Sell
1,815
-115
-6% -$12.1K ﹤0.01% 2163
2022
Q4 		$143K Sell
1,930
-117
-6% -$12.7K ﹤0.01% 2093
2022
Q3 		$224K Buy
+2,047
New +$244K ﹤0.01% 1835
2022
Q2 		– Sell
-4
Closed -$1K – 2422
2022
Q1 		$1K Buy
+4
New +$877 ﹤0.01% 2324
2021
Q2 		– Sell
-1,449
Closed -$528K – 2353
2021
Q1 		$528K Sell
1,449
-884
-38% -$400K ﹤0.01% 1406
2020
Q4 		$1.19M Buy
+2,333
New +$620K ﹤0.01% 873

Other funds holding LAZR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PPA
Pilgrim Partners Asia Singapore $246M AUM
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Creative Planning's LAZR Position: Q4 2024 in Review

Creative Planning sold out of Luminar Technologies (LAZR) in Q4 2024, closing a stake of 3,167 shares — an estimated $42.7K sold.

Creative Planning first reported a position in LAZR in Q4 2020 and held it in 12 quarters. The position peaked at $1.19M in Q4 2020. 141 funds tracked by Wall St. Rank hold LAZR as of Q4 2024.

  • Creative Planning reported no remaining Luminar Technologies position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 3,167 Luminar Technologies shares in Q4 2024, an estimated $42.7K.
  • Creative Planning first reported a position in Luminar Technologies in Q4 2020 and held it in 12 quarters.
  • Creative Planning's Luminar Technologies position peaked at $1.19M in Q4 2020.
  • 141 funds tracked by Wall St. Rank held Luminar Technologies as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.