OHWP
LAZR

Oak Harbor Wealth Partners’s Luminar Technologies LAZR Stock Holding History

Oak Harbor Wealth Partners’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
Q3 		– Sell
-1,133
Closed -$25.3K – 222
2024
Q2 		$25.3K Hold
1,133
– – 0.01% 196
2024
Q1 		$33.5K Hold
1,133
– – 0.01% 198
2023
Q4 		$57.3K Hold
1,133
– – 0.02% 187
2023
Q3 		$77.3K Sell
1,133
-200
-15% -$18.3K 0.03% 182
2023
Q2 		$138K Buy
+1,333
New +$126K 0.05% 176
2022
Q4 		– Sell
-1,133
Closed -$124K – 222
2022
Q3 		$124K Hold
1,133
– – 0.05% 153
2022
Q2 		$101K Hold
1,133
– – 0.04% 164
2022
Q1 		$266K Buy
1,133
+333
+42% +$73K 0.09% 136
2021
Q4 		$203K Buy
+800
New +$200K 0.07% 168

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return

Oak Harbor Wealth Partners's LAZR Position: Q3 2024 in Review

Oak Harbor Wealth Partners sold out of Luminar Technologies (LAZR) in Q3 2024, closing a stake of 1,133 shares — an estimated $25.3K sold.

Oak Harbor Wealth Partners first reported a position in LAZR in Q4 2021 and held it in 9 quarters. The position peaked at $266K in Q1 2022. 237 funds tracked by Wall St. Rank hold LAZR as of Q3 2024.

  • Oak Harbor Wealth Partners reported no remaining Luminar Technologies position as of Q3 2024 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 1,133 Luminar Technologies shares in Q3 2024, an estimated $25.3K.
  • Oak Harbor Wealth Partners first reported a position in Luminar Technologies in Q4 2021 and held it in 9 quarters.
  • Oak Harbor Wealth Partners's Luminar Technologies position peaked at $266K in Q1 2022.
  • 237 funds tracked by Wall St. Rank held Luminar Technologies as of Q3 2024.

Based on Oak Harbor Wealth Partners's 13F filing for Q3 2024, filed 6 Nov 2024.