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EP Wealth Advisors’s nLIGHT LASR Stock Holding History

EP Wealth Advisors’s Portfolio LASR Stock Details LASR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,624
Closed -$170K – 855
2023
Q4 		$170K Hold
12,624
– – ﹤0.01% 735
2023
Q3 		$131K Buy
+12,624
New +$154K ﹤0.01% 712
2023
Q2 		– Sell
-5,871
Closed -$364K – 701
2023
Q1 		$364K Sell
5,871
-6,753
-53% -$77.8K 0.01% 453
2022
Q4 		$128K Hold
12,624
– – ﹤0.01% 582
2022
Q3 		$119K Buy
12,624
+38
+0.3% +$438 ﹤0.01% 316
2022
Q2 		$129K Hold
12,586
– – ﹤0.01% 617
2022
Q1 		$218K Sell
12,586
-11
-0.1% -$207 ﹤0.01% 556
2021
Q4 		$302K Hold
12,597
– – 0.01% 461
2021
Q3 		$355K Hold
12,597
– – 0.01% 398
2021
Q2 		$457K Hold
12,597
– – 0.01% 352
2021
Q1 		$408K Buy
+12,597
New +$446K 0.01% 358

Other funds holding LASR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

EP Wealth Advisors's LASR Position: Q1 2024 in Review

EP Wealth Advisors sold out of nLIGHT (LASR) in Q1 2024, closing a stake of 12,624 shares — an estimated $170K sold.

EP Wealth Advisors first reported a position in LASR in Q1 2021 and held it in 11 quarters. The position peaked at $457K in Q2 2021. 138 funds tracked by Wall St. Rank hold LASR as of Q1 2024.

  • EP Wealth Advisors reported no remaining nLIGHT position as of Q1 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 12,624 nLIGHT shares in Q1 2024, an estimated $170K.
  • EP Wealth Advisors first reported a position in nLIGHT in Q1 2021 and held it in 11 quarters.
  • EP Wealth Advisors's nLIGHT position peaked at $457K in Q2 2021.
  • 138 funds tracked by Wall St. Rank held nLIGHT as of Q1 2024.

Based on EP Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.