PWPS
LAZR

Pinnacle Wealth Planning Services’s Luminar Technologies LAZR Stock Holding History

Pinnacle Wealth Planning Services’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
2023
Q1 		– Sell
-805
Closed -$59.8K – 492
2022
Q4 		$59.8K Buy
+805
New +$87.7K 0.01% 428

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
GIA
G2VP I Associates Portola Valley, California $48.2M AUM 37.59% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VIP
Vantage Investment Partners Kansas City, Missouri $1.45B AUM 18.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Pinnacle Wealth Planning Services's LAZR Position: Q1 2023 in Review

Pinnacle Wealth Planning Services sold out of Luminar Technologies (LAZR) in Q1 2023, closing a stake of 805 shares — an estimated $59.8K sold.

Pinnacle Wealth Planning Services first reported a position in LAZR in Q4 2022 and held it in 1 quarter. The position peaked at $59.8K in Q4 2022. 257 funds tracked by Wall St. Rank hold LAZR as of Q1 2023.

  • Pinnacle Wealth Planning Services reported no remaining Luminar Technologies position as of Q1 2023 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 805 Luminar Technologies shares in Q1 2023, an estimated $59.8K.
  • Pinnacle Wealth Planning Services first reported a position in Luminar Technologies in Q4 2022 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Luminar Technologies position peaked at $59.8K in Q4 2022.
  • 257 funds tracked by Wall St. Rank held Luminar Technologies as of Q1 2023.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2023, filed 3 May 2023.