NWA
LAZR

Navis Wealth Advisors’s Luminar Technologies LAZR Stock Holding History

Navis 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
2021
Q1 		– Sell
-67
Closed -$34K – 153
2020
Q4 		$34K Buy
+67
New +$17.8K 0.03% 147

Other funds holding LAZR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ICVCFIA
IDG China Venture Capital Fund IV Associates Hong Kong $219M AUM 12.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
C
Chescapmanager Baltimore, Maryland $1.12B AUM 67.49% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Navis Wealth Advisors's LAZR Position: Q1 2021 in Review

Navis Wealth Advisors sold out of Luminar Technologies (LAZR) in Q1 2021, closing a stake of 67 shares — an estimated $34K sold.

Navis Wealth Advisors first reported a position in LAZR in Q4 2020 and held it in 1 quarter. The position peaked at $34K in Q4 2020. 167 funds tracked by Wall St. Rank hold LAZR as of Q1 2021.

  • Navis Wealth Advisors reported no remaining Luminar Technologies position as of Q1 2021 after selling out during the quarter.
  • Navis Wealth Advisors sold 67 Luminar Technologies shares in Q1 2021, an estimated $34K.
  • Navis Wealth Advisors first reported a position in Luminar Technologies in Q4 2020 and held it in 1 quarter.
  • Navis Wealth Advisors's Luminar Technologies position peaked at $34K in Q4 2020.
  • 167 funds tracked by Wall St. Rank held Luminar Technologies as of Q1 2021.

Based on Navis Wealth Advisors's 13F filing for Q1 2021, filed 18 May 2021.