JWA
LAZR

JFS Wealth Advisors’s Luminar Technologies LAZR Stock Holding History

JFS 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
Q4 		– Sell
-162
Closed -$310 – 1957
2025
Q3 		$310 Hold
162
– – ﹤0.01% 1812
2025
Q2 		$465 Hold
162
– – ﹤0.01% 1706
2025
Q1 		$874 Hold
162
– – ﹤0.01% 1670
2024
Q4 		$872 Sell
162
-1
-0.6% -$11 ﹤0.01% 1698
2024
Q3 		$2.19K Hold
163
– – ﹤0.01% 1446
2024
Q2 		$3.63K Hold
163
– – ﹤0.01% 1192
2024
Q1 		$4.8K Hold
163
– – ﹤0.01% 1115
2023
Q4 		$8.22K Hold
163
– – ﹤0.01% 843
2023
Q3 		$11.1K Hold
163
– – ﹤0.01% 693
2023
Q2 		$16.8K Hold
163
– – ﹤0.01% 583
2023
Q1 		$15.8K Hold
163
– – ﹤0.01% 584
2022
Q4 		$12.1K Hold
163
– – ﹤0.01% 645
2022
Q3 		$18K Hold
163
– – ﹤0.01% 594
2022
Q2 		$14K Hold
163
– – ﹤0.01% 666
2022
Q1 		$38K Hold
163
– – ﹤0.01% 479
2021
Q4 		$41K Hold
163
– – ﹤0.01% 453
2021
Q3 		$38K Hold
163
– – ﹤0.01% 455
2021
Q2 		$54K Buy
+163
New +$53.8K 0.01% 266

Other funds holding LAZR

MTIM
Marathon Trading Investment Management Radnor, Pennsylvania $3.67B AUM 21.97% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

JFS Wealth Advisors's LAZR Position: Q4 2025 in Review

JFS Wealth Advisors sold out of Luminar Technologies (LAZR) in Q4 2025, closing a stake of 162 shares — an estimated $310 sold.

JFS Wealth Advisors first reported a position in LAZR in Q2 2021 and held it in 18 quarters. The position peaked at $54K in Q2 2021. 18 funds tracked by Wall St. Rank hold LAZR as of Q4 2025.

  • JFS Wealth Advisors reported no remaining Luminar Technologies position as of Q4 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 162 Luminar Technologies shares in Q4 2025, an estimated $310.
  • JFS Wealth Advisors first reported a position in Luminar Technologies in Q2 2021 and held it in 18 quarters.
  • JFS Wealth Advisors's Luminar Technologies position peaked at $54K in Q2 2021.
  • 18 funds tracked by Wall St. Rank held Luminar Technologies as of Q4 2025.

Based on JFS Wealth Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.