AF
LUNA

Amalgamated Financial’s Luna Innovations Incorporated LUNA Stock Holding History

Amalgamated 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
2022
Q1 		$39K Buy
+5,040
New +$36.2K ﹤0.01% 2534

Other funds holding LUNA

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Amalgamated Financial's LUNA Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Luna Innovations Incorporated (LUNA) in Q1 2022: 5,040 shares worth $39K. The stake represents ﹤0.01% of the portfolio and ranks #2534 among its holdings.

79 funds tracked by Wall St. Rank hold LUNA as of Q1 2022.

  • Amalgamated Financial held 5,040 shares of Luna Innovations Incorporated worth $39K as of Q1 2022.
  • Luna Innovations Incorporated was a new Amalgamated Financial position in Q1 2022.
  • Luna Innovations Incorporated made up ﹤0.01% of Amalgamated Financial's portfolio in Q1 2022, its #2534 holding.
  • 79 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.