CFM
LUNA

Catalyst Funds Management’s Luna Innovations Incorporated LUNA Stock Holding History

Catalyst Funds Management’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
2024
Q4 		– Sell
-4,800
Closed -$11.3K – 1369
2024
Q3 		$11.3K Hold
4,800
– – ﹤0.01% 1169
2024
Q2 		$15.4K Buy
+4,800
New +$14.2K ﹤0.01% 773

Other funds holding LUNA

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Catalyst Funds Management's LUNA Position: Q4 2024 in Review

Catalyst Funds Management sold out of Luna Innovations Incorporated (LUNA) in Q4 2024, closing a stake of 4,800 shares — an estimated $11.3K sold.

Catalyst Funds Management first reported a position in LUNA in Q2 2024 and held it in 2 quarters. The position peaked at $15.4K in Q2 2024. 58 funds tracked by Wall St. Rank hold LUNA as of Q4 2024.

  • Catalyst Funds Management reported no remaining Luna Innovations Incorporated position as of Q4 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 4,800 Luna Innovations Incorporated shares in Q4 2024, an estimated $11.3K.
  • Catalyst Funds Management first reported a position in Luna Innovations Incorporated in Q2 2024 and held it in 2 quarters.
  • Catalyst Funds Management's Luna Innovations Incorporated position peaked at $15.4K in Q2 2024.
  • 58 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q4 2024.

Based on Catalyst Funds Management's 13F filing for Q4 2024, filed 10 Feb 2025.