MSFP
LAZR

Mark Sheptoff Financial Planning’s Luminar Technologies LAZR Stock Holding History

Mark Sheptoff Financial Planning’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
2022
Q1 		– Sell
-67
Closed -$17K – 463
2021
Q4 		$17K Buy
+67
New +$16.8K 0.01% 271

Other funds holding LAZR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIA
G2VP I Associates Portola Valley, California $48.2M AUM 37.59% 1-Year Est. Return
VIP
Vantage Investment Partners Kansas City, Missouri $1.45B AUM 18.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
MCM
Moore Capital Management New York $4.92B AUM 35.4% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return

Mark Sheptoff Financial Planning's LAZR Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of Luminar Technologies (LAZR) in Q1 2022, closing a stake of 67 shares — an estimated $17K sold.

Mark Sheptoff Financial Planning first reported a position in LAZR in Q4 2021 and held it in 1 quarter. The position peaked at $17K in Q4 2021. 227 funds tracked by Wall St. Rank hold LAZR as of Q1 2022.

  • Mark Sheptoff Financial Planning reported no remaining Luminar Technologies position as of Q1 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 67 Luminar Technologies shares in Q1 2022, an estimated $17K.
  • Mark Sheptoff Financial Planning first reported a position in Luminar Technologies in Q4 2021 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Luminar Technologies position peaked at $17K in Q4 2021.
  • 227 funds tracked by Wall St. Rank held Luminar Technologies as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.