CAM
LUNA

ClariVest Asset Management’s Luna Innovations Incorporated LUNA Stock Holding History

ClariVest Asset 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
2023
Q1 		– Sell
-127
Closed -$1K – 790
2022
Q4 		$1K Hold
127
– – ﹤0.01% 686
2022
Q3 		$1K Hold
127
– – ﹤0.01% 676
2022
Q2 		$1K Buy
+127
New +$749 ﹤0.01% 684
2019
Q4 		– Sell
-1,134
Closed -$7K – 758
2019
Q3 		$7K Buy
+1,134
New +$6.27K ﹤0.01% 555

Other funds holding LUNA

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
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

ClariVest Asset Management's LUNA Position: Q1 2023 in Review

ClariVest Asset Management sold out of Luna Innovations Incorporated (LUNA) in Q1 2023, closing a stake of 127 shares — an estimated $1K sold.

ClariVest Asset Management first reported a position in LUNA in Q3 2019 and held it in 4 quarters. The position peaked at $7K in Q3 2019. 85 funds tracked by Wall St. Rank hold LUNA as of Q1 2023.

  • ClariVest Asset Management reported no remaining Luna Innovations Incorporated position as of Q1 2023 after selling out during the quarter.
  • ClariVest Asset Management sold 127 Luna Innovations Incorporated shares in Q1 2023, an estimated $1K.
  • ClariVest Asset Management first reported a position in Luna Innovations Incorporated in Q3 2019 and held it in 4 quarters.
  • ClariVest Asset Management's Luna Innovations Incorporated position peaked at $7K in Q3 2019.
  • 85 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q1 2023.

Based on ClariVest Asset Management's 13F filing for Q1 2023, filed 8 May 2023.