EP Wealth Advisors’s AEye LIDR Stock Holding History

EP Wealth Advisors’s Portfolio LIDR Stock Details LIDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,670	Closed	-$56K	–	634
2022 Q3	$56K	Buy	+1,670	New	+$93.2K	﹤0.01%	329

Other funds holding LIDR

GMH

General Motors Holdings Detroit, Michigan $90.5M AUM 41.49% 1-Year Est. Return

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

Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return

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

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EP Wealth Advisors's LIDR Position: Q4 2022 in Review

EP Wealth Advisors sold out of AEye (LIDR) in Q4 2022, closing a stake of 1,670 shares — an estimated $56K sold.

EP Wealth Advisors first reported a position in LIDR in Q3 2022 and held it in 1 quarter. The position peaked at $56K in Q3 2022. 75 funds tracked by Wall St. Rank hold LIDR as of Q4 2022.

EP Wealth Advisors reported no remaining AEye position as of Q4 2022 after selling out during the quarter.
EP Wealth Advisors sold 1,670 AEye shares in Q4 2022, an estimated $56K.
EP Wealth Advisors first reported a position in AEye in Q3 2022 and held it in 1 quarter.
EP Wealth Advisors's AEye position peaked at $56K in Q3 2022.
75 funds tracked by Wall St. Rank held AEye as of Q4 2022.

Based on EP Wealth Advisors's 13F filing for Q4 2022, filed 12 Jun 2023.