CFRPA
LUNA

Castle Financial & Retirement Planning Associates’s Luna Innovations Incorporated LUNA Stock Holding History

Castle Financial & Retirement Planning Associates’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
Q4 		$0 Buy
+47
New +$422 ﹤0.01% 234

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
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 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
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 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 $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

Castle Financial & Retirement Planning Associates's LUNA Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Luna Innovations Incorporated (LUNA) in Q4 2021: 47 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #234 among its holdings.

76 funds tracked by Wall St. Rank hold LUNA as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 47 shares of Luna Innovations Incorporated worth $0 as of Q4 2021.
  • Luna Innovations Incorporated was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Luna Innovations Incorporated made up ﹤0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #234 holding.
  • 76 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.