Pacific Capital Wealth Advisors’s Luminar Technologies LAZR Stock Holding History

Pacific Capital 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
2025 Q1	–	Sell	-1	Closed	-$5	–	240
2024 Q4	$5	Sell	1 -1	-50%	-$11	﹤0.01%	398
2024 Q3	$22	Sell	2 -3	-60%	-$54	﹤0.01%	485
2024 Q2	$112	Buy	5 +2	+67%	+$47	﹤0.01%	506
2024 Q1	$99	Hold	3	–	–	﹤0.01%	508
2023 Q4	$169	Buy	+3	New	+$149	﹤0.01%	328

Other funds holding LAZR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pacific Capital Wealth Advisors's LAZR Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Luminar Technologies (LAZR) in Q1 2025, closing a stake of 1 share — an estimated $5 sold.

Pacific Capital Wealth Advisors first reported a position in LAZR in Q4 2023 and held it in 5 quarters. The position peaked at $169 in Q4 2023. 148 funds tracked by Wall St. Rank hold LAZR as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Luminar Technologies position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 1 Luminar Technologies share in Q1 2025, an estimated $5.
Pacific Capital Wealth Advisors first reported a position in Luminar Technologies in Q4 2023 and held it in 5 quarters.
Pacific Capital Wealth Advisors's Luminar Technologies position peaked at $169 in Q4 2023.
148 funds tracked by Wall St. Rank held Luminar Technologies as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.