Focused Wealth Management’s Luminar Technologies LAZR Stock Holding History

Focused Wealth 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 Q1	–	Sell	-13	Closed	-$674	–	603
2023 Q4	$674	Hold	13	–	–	﹤0.01%	884
2023 Q3	$910	Hold	13	–	–	﹤0.01%	855
2023 Q2	$1.38K	Hold	13	–	–	﹤0.01%	847
2023 Q1	$1.3K	Hold	13	–	–	﹤0.01%	838
2022 Q4	$990	Hold	13	–	–	﹤0.01%	871
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	862
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	840
2022 Q1	$3K	Sell	13 -67	-84%	-$14.7K	﹤0.01%	748
2021 Q4	$20K	Buy	80 +30	+60%	+$7.51K	﹤0.01%	492
2021 Q3	$12K	Buy	50 +17	+52%	+$4.5K	﹤0.01%	572
2021 Q2	$11K	Buy	33 +13	+65%	+$4.29K	﹤0.01%	596
2021 Q1	$7K	Buy	+20	New	+$9.05K	﹤0.01%	662

Other funds holding LAZR

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

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

GAA

Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Focused Wealth Management's LAZR Position: Q1 2024 in Review

Focused Wealth Management sold out of Luminar Technologies (LAZR) in Q1 2024, closing a stake of 13 shares — an estimated $674 sold.

Focused Wealth Management first reported a position in LAZR in Q1 2021 and held it in 12 quarters. The position peaked at $20K in Q4 2021. 260 funds tracked by Wall St. Rank hold LAZR as of Q1 2024.

Focused Wealth Management reported no remaining Luminar Technologies position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 13 Luminar Technologies shares in Q1 2024, an estimated $674.
Focused Wealth Management first reported a position in Luminar Technologies in Q1 2021 and held it in 12 quarters.
Focused Wealth Management's Luminar Technologies position peaked at $20K in Q4 2021.
260 funds tracked by Wall St. Rank held Luminar Technologies as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.