WJWM
LAZR

Williams Jones Wealth Management’s Luminar Technologies LAZR Stock Holding History

Williams Jones 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
2021
Q4 		– Sell
-1,391
Closed -$326K – 516
2021
Q3 		$326K Buy
+1,391
New +$368K ﹤0.01% 385

Other funds holding LAZR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIA
G2VP I Associates Portola Valley, California $48.2M AUM 37.59% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CG1
Canvas GP 1 Portola Valley, California $95.3M AUM
VIP
Vantage Investment Partners Kansas City, Missouri $1.45B AUM 18.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.4% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Williams Jones Wealth Management's LAZR Position: Q4 2021 in Review

Williams Jones Wealth Management sold out of Luminar Technologies (LAZR) in Q4 2021, closing a stake of 1,391 shares — an estimated $326K sold.

Williams Jones Wealth Management first reported a position in LAZR in Q3 2021 and held it in 1 quarter. The position peaked at $326K in Q3 2021. 228 funds tracked by Wall St. Rank hold LAZR as of Q4 2021.

  • Williams Jones Wealth Management reported no remaining Luminar Technologies position as of Q4 2021 after selling out during the quarter.
  • Williams Jones Wealth Management sold 1,391 Luminar Technologies shares in Q4 2021, an estimated $326K.
  • Williams Jones Wealth Management first reported a position in Luminar Technologies in Q3 2021 and held it in 1 quarter.
  • Williams Jones Wealth Management's Luminar Technologies position peaked at $326K in Q3 2021.
  • 228 funds tracked by Wall St. Rank held Luminar Technologies as of Q4 2021.

Based on Williams Jones Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.