IWP
LAZR

IAG Wealth Partners’s Luminar Technologies LAZR Stock Holding History

IAG Wealth Partners’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
2023
Q4 		– Sell
-13
Closed -$910 – 451
2023
Q3 		$910 Hold
13
– – ﹤0.01% 419
2023
Q2 		$1.38K Buy
+13
New +$1.23K ﹤0.01% 412

Other funds holding LAZR

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
VIP
Vantage Investment Partners Kansas City, Missouri $1.45B AUM 18.96% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IAG Wealth Partners's LAZR Position: Q4 2023 in Review

IAG Wealth Partners sold out of Luminar Technologies (LAZR) in Q4 2023, closing a stake of 13 shares — an estimated $910 sold.

IAG Wealth Partners first reported a position in LAZR in Q2 2023 and held it in 2 quarters. The position peaked at $1.38K in Q2 2023. 255 funds tracked by Wall St. Rank hold LAZR as of Q4 2023.

  • IAG Wealth Partners reported no remaining Luminar Technologies position as of Q4 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 13 Luminar Technologies shares in Q4 2023, an estimated $910.
  • IAG Wealth Partners first reported a position in Luminar Technologies in Q2 2023 and held it in 2 quarters.
  • IAG Wealth Partners's Luminar Technologies position peaked at $1.38K in Q2 2023.
  • 255 funds tracked by Wall St. Rank held Luminar Technologies as of Q4 2023.

Based on IAG Wealth Partners's 13F filing for Q4 2023, filed 2 Feb 2024.