LWL
LAZR

Leo Wealth LLC’s Luminar Technologies LAZR Stock Holding History

Leo Wealth LLC’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
Q4 		– Sell
-856
Closed -$11.6K – 368
2024
Q3 		$11.6K Sell
856
-2
-0.2% -$36 ﹤0.01% 346
2024
Q2 		$19.2K Sell
858
-111
-11% -$2.63K ﹤0.01% 328
2024
Q1 		$28.6K Buy
969
+113
+13% +$4.12K ﹤0.01% 330
2023
Q4 		$43.3K Buy
+856
New +$42.5K ﹤0.01% 322

Other funds holding LAZR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Leo Wealth LLC's LAZR Position: Q4 2024 in Review

Leo Wealth LLC sold out of Luminar Technologies (LAZR) in Q4 2024, closing a stake of 856 shares — an estimated $11.6K sold.

Leo Wealth LLC first reported a position in LAZR in Q4 2023 and held it in 4 quarters. The position peaked at $43.3K in Q4 2023. 141 funds tracked by Wall St. Rank hold LAZR as of Q4 2024.

  • Leo Wealth LLC reported no remaining Luminar Technologies position as of Q4 2024 after selling out during the quarter.
  • Leo Wealth LLC sold 856 Luminar Technologies shares in Q4 2024, an estimated $11.6K.
  • Leo Wealth LLC first reported a position in Luminar Technologies in Q4 2023 and held it in 4 quarters.
  • Leo Wealth LLC's Luminar Technologies position peaked at $43.3K in Q4 2023.
  • 141 funds tracked by Wall St. Rank held Luminar Technologies as of Q4 2024.

Based on Leo Wealth LLC's 13F filing for Q4 2024, filed 28 Jan 2025.