FIM
LAZR

Fernwood Investment Management’s Luminar Technologies LAZR Stock Holding History

Fernwood Investment 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
Q2 		– Sell
-133
Closed -$3.94K – 470
2024
Q1 		$3.94K Buy
+133
New +$4.85K ﹤0.01% 648

Other funds holding LAZR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VIP
Vantage Investment Partners Kansas City, Missouri $1.45B AUM 18.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Fernwood Investment Management's LAZR Position: Q2 2024 in Review

Fernwood Investment Management sold out of Luminar Technologies (LAZR) in Q2 2024, closing a stake of 133 shares — an estimated $3.94K sold.

Fernwood Investment Management first reported a position in LAZR in Q1 2024 and held it in 1 quarter. The position peaked at $3.94K in Q1 2024. 253 funds tracked by Wall St. Rank hold LAZR as of Q2 2024.

  • Fernwood Investment Management reported no remaining Luminar Technologies position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 133 Luminar Technologies shares in Q2 2024, an estimated $3.94K.
  • Fernwood Investment Management first reported a position in Luminar Technologies in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Luminar Technologies position peaked at $3.94K in Q1 2024.
  • 253 funds tracked by Wall St. Rank held Luminar Technologies as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.