WR Wealth Planners’s LENSAR LNSR Stock Holding History

WR Wealth Planners’s Portfolio LNSR Stock Details LNSR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-560	Closed	-$1.39K	–	942
2023 Q1	$1.39K	Buy	+560	New	+$1.59K	﹤0.01%	816

Other funds holding LNSR

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

DCF Advisers Greenwich, Connecticut $375M AUM 72.65% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's LNSR Position: Q2 2023 in Review

WR Wealth Planners sold out of LENSAR (LNSR) in Q2 2023, closing a stake of 560 shares — an estimated $1.39K sold.

WR Wealth Planners first reported a position in LNSR in Q1 2023 and held it in 1 quarter. The position peaked at $1.39K in Q1 2023. 30 funds tracked by Wall St. Rank hold LNSR as of Q2 2023.

WR Wealth Planners reported no remaining LENSAR position as of Q2 2023 after selling out during the quarter.
WR Wealth Planners sold 560 LENSAR shares in Q2 2023, an estimated $1.39K.
WR Wealth Planners first reported a position in LENSAR in Q1 2023 and held it in 1 quarter.
WR Wealth Planners's LENSAR position peaked at $1.39K in Q1 2023.
30 funds tracked by Wall St. Rank held LENSAR as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.