VWM
LAZR

Venturi Wealth Management’s Luminar Technologies LAZR Stock Holding History

Venturi Wealth Management’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
Q4 		– Sell
-28
Closed -$374 – 1999
2024
Q3 		$374 Hold
28
– – ﹤0.01% 1785
2024
Q2 		$619 Hold
28
– – ﹤0.01% 1489
2024
Q1 		$818 Hold
28
– – ﹤0.01% 1358
2023
Q4 		$1.4K Hold
28
– – ﹤0.01% 1287
2023
Q3 		$1.89K Hold
28
– – ﹤0.01% 1181
2023
Q2 		$2.86K Hold
28
– – ﹤0.01% 847
2023
Q1 		$2.69K Buy
+28
New +$2.94K ﹤0.01% 947

Other funds holding LAZR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Venturi Wealth Management's LAZR Position: Q4 2024 in Review

Venturi Wealth Management sold out of Luminar Technologies (LAZR) in Q4 2024, closing a stake of 28 shares — an estimated $374 sold.

Venturi Wealth Management first reported a position in LAZR in Q1 2023 and held it in 7 quarters. The position peaked at $2.86K in Q2 2023. 141 funds tracked by Wall St. Rank hold LAZR as of Q4 2024.

  • Venturi Wealth Management reported no remaining Luminar Technologies position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 28 Luminar Technologies shares in Q4 2024, an estimated $374.
  • Venturi Wealth Management first reported a position in Luminar Technologies in Q1 2023 and held it in 7 quarters.
  • Venturi Wealth Management's Luminar Technologies position peaked at $2.86K in Q2 2023.
  • 141 funds tracked by Wall St. Rank held Luminar Technologies as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.