WA
LAZR

Waverly Advisors’s Luminar Technologies LAZR Stock Holding History

Waverly 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
2024
Q4 		– Sell
-667
Closed -$9K – 1009
2024
Q3 		$9K Hold
667
– – ﹤0.01% 803
2024
Q2 		$14.9K Hold
667
– – ﹤0.01% 798
2024
Q1 		$19.7K Hold
667
– – ﹤0.01% 686
2023
Q4 		$33.7K Hold
667
– – ﹤0.01% 445
2023
Q3 		$45.5K Hold
667
– – ﹤0.01% 403
2023
Q2 		$68.8K Hold
667
– – ﹤0.01% 359
2023
Q1 		$64.9K Buy
+667
New +$70K ﹤0.01% 293

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 $246M AUM
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Waverly Advisors's LAZR Position: Q4 2024 in Review

Waverly Advisors sold out of Luminar Technologies (LAZR) in Q4 2024, closing a stake of 667 shares — an estimated $9K sold.

Waverly Advisors first reported a position in LAZR in Q1 2023 and held it in 7 quarters. The position peaked at $68.8K in Q2 2023. 141 funds tracked by Wall St. Rank hold LAZR as of Q4 2024.

  • Waverly Advisors reported no remaining Luminar Technologies position as of Q4 2024 after selling out during the quarter.
  • Waverly Advisors sold 667 Luminar Technologies shares in Q4 2024, an estimated $9K.
  • Waverly Advisors first reported a position in Luminar Technologies in Q1 2023 and held it in 7 quarters.
  • Waverly Advisors's Luminar Technologies position peaked at $68.8K in Q2 2023.
  • 141 funds tracked by Wall St. Rank held Luminar Technologies as of Q4 2024.

Based on Waverly Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.