AF
LUNA

Allworth Financial’s Luna Innovations Incorporated LUNA Stock Holding History

Allworth Financial’s Portfolio LUNA Stock Details LUNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-855
Closed -$5K – 1458
2020
Q1 		$5K Buy
+855
New +$6.33K ﹤0.01% 900

Other funds holding LUNA

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allworth Financial's LUNA Position: Q2 2020 in Review

Allworth Financial sold out of Luna Innovations Incorporated (LUNA) in Q2 2020, closing a stake of 855 shares — an estimated $5K sold.

Allworth Financial first reported a position in LUNA in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 70 funds tracked by Wall St. Rank hold LUNA as of Q2 2020.

  • Allworth Financial reported no remaining Luna Innovations Incorporated position as of Q2 2020 after selling out during the quarter.
  • Allworth Financial sold 855 Luna Innovations Incorporated shares in Q2 2020, an estimated $5K.
  • Allworth Financial first reported a position in Luna Innovations Incorporated in Q1 2020 and held it in 1 quarter.
  • Allworth Financial's Luna Innovations Incorporated position peaked at $5K in Q1 2020.
  • 70 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q2 2020.

Based on Allworth Financial's 13F filing for Q2 2020, filed 24 Jul 2020.