WMA
LAZR

Wealth Management Associates’s Luminar Technologies LAZR Stock Holding History

Wealth Management Associates’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
-5,333
Closed -$72K – 214
2024
Q3 		$72K Hold
5,333
– – 0.03% 205
2024
Q2 		$119K Hold
5,333
– – 0.06% 199
2024
Q1 		$119K Buy
+5,333
New +$195K 0.06% 199

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

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

Wealth Management Associates sold out of Luminar Technologies (LAZR) in Q4 2024, closing a stake of 5,333 shares — an estimated $72K sold.

Wealth Management Associates first reported a position in LAZR in Q1 2024 and held it in 3 quarters. The position peaked at $119K in Q2 2024. 141 funds tracked by Wall St. Rank hold LAZR as of Q4 2024.

  • Wealth Management Associates reported no remaining Luminar Technologies position as of Q4 2024 after selling out during the quarter.
  • Wealth Management Associates sold 5,333 Luminar Technologies shares in Q4 2024, an estimated $72K.
  • Wealth Management Associates first reported a position in Luminar Technologies in Q1 2024 and held it in 3 quarters.
  • Wealth Management Associates's Luminar Technologies position peaked at $119K in Q2 2024.
  • 141 funds tracked by Wall St. Rank held Luminar Technologies as of Q4 2024.

Based on Wealth Management Associates's 13F filing for Q4 2024, filed 28 May 2025.