SW
LAZR

SVB Wealth’s Luminar Technologies LAZR Stock Holding History

SVB Wealth’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
Q4 		– Sell
-11,451
Closed -$782K – 918
2023
Q3 		$782K Buy
11,451
+7,694
+205% +$706K 0.02% 354
2023
Q2 		$388K Buy
3,757
+6
+0.2% +$567 0.01% 568
2023
Q1 		$365K Sell
3,751
-692
-16% -$72.6K 0.01% 650
2022
Q4 		$330K Hold
4,443
– – ﹤0.01% 708
2022
Q3 		$485K Buy
+4,443
New +$530K 0.01% 542

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
VIP
Vantage Investment Partners Kansas City, Missouri $1.45B AUM 18.96% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SVB Wealth's LAZR Position: Q4 2023 in Review

SVB Wealth sold out of Luminar Technologies (LAZR) in Q4 2023, closing a stake of 11,451 shares — an estimated $782K sold.

SVB Wealth first reported a position in LAZR in Q3 2022 and held it in 5 quarters. The position peaked at $782K in Q3 2023. 255 funds tracked by Wall St. Rank hold LAZR as of Q4 2023.

  • SVB Wealth reported no remaining Luminar Technologies position as of Q4 2023 after selling out during the quarter.
  • SVB Wealth sold 11,451 Luminar Technologies shares in Q4 2023, an estimated $782K.
  • SVB Wealth first reported a position in Luminar Technologies in Q3 2022 and held it in 5 quarters.
  • SVB Wealth's Luminar Technologies position peaked at $782K in Q3 2023.
  • 255 funds tracked by Wall St. Rank held Luminar Technologies as of Q4 2023.

Based on SVB Wealth's 13F filing for Q4 2023, filed 30 Jan 2024.