EverSource Wealth Advisors’s Luminar Technologies LAZR Stock Holding History

EverSource 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
2025 Q2	–	Sell	-244	Closed	-$1.31K	–	4318
2025 Q1	$1.31K	Buy	244 +215	+741%	+$1.3K	﹤0.01%	3116
2024 Q4	$156	Buy	+29	New	+$306	﹤0.01%	3478
2024 Q2	–	Sell	-127	Closed	-$2.79K	–	3109
2024 Q1	$2.79K	Buy	127 +118	+1,311%	+$4.3K	﹤0.01%	2277
2023 Q4	$458	Buy	+9	New	+$447	﹤0.01%	2538

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

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

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

MCM

Mudrick Capital Management New York $174M AUM 32.43% 1-Year Est. Return

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

YAG

Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return

DIG

DeepCurrents Investment Group New York $3.12B AUM 12.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

EverSource Wealth Advisors's LAZR Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of Luminar Technologies (LAZR) in Q2 2025, closing a stake of 244 shares — an estimated $1.31K sold.

EverSource Wealth Advisors first reported a position in LAZR in Q4 2023 and held it in 4 quarters. The position peaked at $2.79K in Q1 2024. 132 funds tracked by Wall St. Rank hold LAZR as of Q2 2025.

EverSource Wealth Advisors reported no remaining Luminar Technologies position as of Q2 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 244 Luminar Technologies shares in Q2 2025, an estimated $1.31K.
EverSource Wealth Advisors first reported a position in Luminar Technologies in Q4 2023 and held it in 4 quarters.
EverSource Wealth Advisors's Luminar Technologies position peaked at $2.79K in Q1 2024.
132 funds tracked by Wall St. Rank held Luminar Technologies as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.