GIA
LUNA

Gladstone Institutional Advisory’s Luna Innovations Incorporated LUNA Stock Holding History

Gladstone Institutional Advisory’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 		– Sell
-65,850
Closed -$626K – 647
2021
Q3 		$626K Buy
+65,850
New +$711K 0.06% 284

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

Gladstone Institutional Advisory's LUNA Position: Q4 2021 in Review

Gladstone Institutional Advisory sold out of Luna Innovations Incorporated (LUNA) in Q4 2021, closing a stake of 65,850 shares — an estimated $626K sold.

Gladstone Institutional Advisory first reported a position in LUNA in Q3 2021 and held it in 1 quarter. The position peaked at $626K in Q3 2021. 76 funds tracked by Wall St. Rank hold LUNA as of Q4 2021.

  • Gladstone Institutional Advisory reported no remaining Luna Innovations Incorporated position as of Q4 2021 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 65,850 Luna Innovations Incorporated shares in Q4 2021, an estimated $626K.
  • Gladstone Institutional Advisory first reported a position in Luna Innovations Incorporated in Q3 2021 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Luna Innovations Incorporated position peaked at $626K in Q3 2021.
  • 76 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q4 2021.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2021, filed 11 Feb 2022.