LWM
LAZR

Liberty Wealth Management’s Luminar Technologies LAZR Stock Holding History

Liberty 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
2021
Q3 		– Sell
-5
Closed -$2K – 1203
2021
Q2 		$2K Hold
5
– – ﹤0.01% 929
2021
Q1 		$2K Hold
5
– – ﹤0.01% 821
2020
Q4 		$2K Buy
+5
New +$1.33K ﹤0.01% 818

Other funds holding LAZR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Liberty Wealth Management's LAZR Position: Q3 2021 in Review

Liberty Wealth Management sold out of Luminar Technologies (LAZR) in Q3 2021, closing a stake of 5 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in LAZR in Q4 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 199 funds tracked by Wall St. Rank hold LAZR as of Q3 2021.

  • Liberty Wealth Management reported no remaining Luminar Technologies position as of Q3 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 5 Luminar Technologies shares in Q3 2021, an estimated $2K.
  • Liberty Wealth Management first reported a position in Luminar Technologies in Q4 2020 and held it in 3 quarters.
  • Liberty Wealth Management's Luminar Technologies position peaked at $2K in Q2 2021.
  • 199 funds tracked by Wall St. Rank held Luminar Technologies as of Q3 2021.

Based on Liberty Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.