WWP
LAZR

WR Wealth Planners’s Luminar Technologies LAZR Stock Holding History

WR Wealth Planners’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
-20
Closed -$270 – 1156
2024
Q3 		$270 Hold
20
– – ﹤0.01% 1095
2024
Q2 		$447 Hold
20
– – ﹤0.01% 1027
2024
Q1 		$591 Buy
+20
New +$730 ﹤0.01% 1021
2023
Q4 		– Sell
-20
Closed -$1.36K – 555
2023
Q3 		$1.36K Hold
20
– – ﹤0.01% 815
2023
Q2 		$2.06K Hold
20
– – ﹤0.01% 769
2023
Q1 		$1.95K Hold
20
– – ﹤0.01% 775
2022
Q4 		$1.49K Hold
20
– – ﹤0.01% 411
2022
Q3 		$2.19K Buy
+20
New +$2.39K ﹤0.01% 383

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

WR Wealth Planners's LAZR Position: Q4 2024 in Review

WR Wealth Planners sold out of Luminar Technologies (LAZR) in Q4 2024, closing a stake of 20 shares — an estimated $270 sold.

WR Wealth Planners first reported a position in LAZR in Q3 2022 and held it in 8 quarters. The position peaked at $2.19K in Q3 2022. 141 funds tracked by Wall St. Rank hold LAZR as of Q4 2024.

  • WR Wealth Planners reported no remaining Luminar Technologies position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 20 Luminar Technologies shares in Q4 2024, an estimated $270.
  • WR Wealth Planners first reported a position in Luminar Technologies in Q3 2022 and held it in 8 quarters.
  • WR Wealth Planners's Luminar Technologies position peaked at $2.19K in Q3 2022.
  • 141 funds tracked by Wall St. Rank held Luminar Technologies as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.