AS
LUNA

Altshuler Shaham’s Luna Innovations Incorporated LUNA Stock Holding History

Altshuler Shaham’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
2021
Q2 		– Sell
-5,487
Closed -$58K – 779
2021
Q1 		$58K Buy
+5,487
New +$61.4K ﹤0.01% 289

Other funds holding LUNA

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Altshuler Shaham's LUNA Position: Q2 2021 in Review

Altshuler Shaham sold out of Luna Innovations Incorporated (LUNA) in Q2 2021, closing a stake of 5,487 shares — an estimated $58K sold.

Altshuler Shaham first reported a position in LUNA in Q1 2021 and held it in 1 quarter. The position peaked at $58K in Q1 2021. 77 funds tracked by Wall St. Rank hold LUNA as of Q2 2021.

  • Altshuler Shaham reported no remaining Luna Innovations Incorporated position as of Q2 2021 after selling out during the quarter.
  • Altshuler Shaham sold 5,487 Luna Innovations Incorporated shares in Q2 2021, an estimated $58K.
  • Altshuler Shaham first reported a position in Luna Innovations Incorporated in Q1 2021 and held it in 1 quarter.
  • Altshuler Shaham's Luna Innovations Incorporated position peaked at $58K in Q1 2021.
  • 77 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q2 2021.

Based on Altshuler Shaham's 13F filing for Q2 2021, filed 16 Aug 2021.