Intellectus Partners’s Luminar Technologies LAZR Stock Holding History

Intellectus 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
2024 Q2	–	Sell	-881	Closed	-$26K	–	269
2024 Q1	$26K	Sell	881 -27	-3%	-$985	0.01%	259
2023 Q4	$45.9K	Sell	908 -307	-25%	-$15.3K	0.01%	243
2023 Q3	$82.9K	Sell	1,215 -455	-27%	-$41.7K	0.03%	253
2023 Q2	$172K	Buy	1,670 +57	+4%	+$5.38K	0.05%	246
2023 Q1	$157K	Sell	1,613 -67	-4%	-$7.03K	0.05%	238
2022 Q4	$125K	Sell	1,680 -638	-28%	-$69.5K	0.04%	242
2022 Q3	$253K	Sell	2,318 -520	-18%	-$62K	0.09%	208
2022 Q2	$252K	Sell	2,838 -142	-5%	-$22.7K	0.09%	209
2022 Q1	$699K	Sell	2,980 -316	-10%	-$69.3K	0.21%	126
2021 Q4	$836K	Buy	3,296 +648	+24%	+$162K	0.21%	125
2021 Q3	$620K	Sell	2,648 -117	-4%	-$31K	0.15%	164
2021 Q2	$910K	Sell	2,765 -128	-4%	-$42.2K	0.21%	130
2021 Q1	$1.05M	Sell	2,893 -427	-13%	-$193K	0.29%	106
2020 Q4	$1.69M	Sell	3,320 -533	-14%	-$142K	0.51%	55
2020 Q3	$660K	Buy	+3,853	New	+$648K	0.25%	115

Other funds holding LAZR

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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