Vahanian & Associates Financial Planning’s Luminar Technologies LAZR Stock Holding History

Vahanian & Associates Financial Planning’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	$41.5K	Buy	+821	New	+$40.8K	0.16%	50
2023 Q2	–	Sell	-920	Closed	-$89.6K	–	74
2023 Q1	$89.6K	Hold	920	–	–	0.25%	74
2022 Q4	$68.3K	Buy	920 +12	+1%	+$1.31K	0.22%	60
2022 Q3	$99K	Buy	+908	New	+$108K	0.34%	52
2022 Q1	–	Sell	-1,218	Closed	-$309K	–	112
2021 Q4	$309K	Buy	+1,218	New	+$305K	0.25%	119

Other funds holding LAZR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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 35.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vahanian & Associates Financial Planning's LAZR Position: Q4 2023 in Review

Vahanian & Associates Financial Planning opened a new position in Luminar Technologies (LAZR) in Q4 2023: 821 shares worth $41.5K. The stake represents 0.16% of the portfolio and ranks #50 among its holdings. This is a return to the name: Vahanian & Associates Financial Planning previously reported a position in LAZR as recently as Q1 2023.

Vahanian & Associates Financial Planning first reported a position in LAZR in Q4 2021 and has held it in 5 quarters since. The position peaked at $309K in Q4 2021. 255 funds tracked by Wall St. Rank hold LAZR as of Q4 2023.

Vahanian & Associates Financial Planning held 821 shares of Luminar Technologies worth $41.5K as of Q4 2023.
Luminar Technologies was a new Vahanian & Associates Financial Planning position in Q4 2023.
Luminar Technologies made up 0.16% of Vahanian & Associates Financial Planning's portfolio in Q4 2023, its #50 holding.
Vahanian & Associates Financial Planning first reported a position in Luminar Technologies in Q4 2021 and has held it in 5 quarters since.
Vahanian & Associates Financial Planning's Luminar Technologies position peaked at $309K in Q4 2021.
255 funds tracked by Wall St. Rank held Luminar Technologies as of Q4 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q4 2023, filed 25 Jan 2024.