IA
LUNA

IFG Advisory’s Luna Innovations Incorporated LUNA Stock Holding History

IFG 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
2024
Q2 		– Sell
-28,841
Closed -$92.4K – 635
2024
Q1 		$92.4K Buy
+28,841
New +$184K 0.01% 361

Other funds holding LUNA

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

IFG Advisory's LUNA Position: Q2 2024 in Review

IFG Advisory sold out of Luna Innovations Incorporated (LUNA) in Q2 2024, closing a stake of 28,841 shares — an estimated $92.4K sold.

IFG Advisory first reported a position in LUNA in Q1 2024 and held it in 1 quarter. The position peaked at $92.4K in Q1 2024. 85 funds tracked by Wall St. Rank hold LUNA as of Q2 2024.

  • IFG Advisory reported no remaining Luna Innovations Incorporated position as of Q2 2024 after selling out during the quarter.
  • IFG Advisory sold 28,841 Luna Innovations Incorporated shares in Q2 2024, an estimated $92.4K.
  • IFG Advisory first reported a position in Luna Innovations Incorporated in Q1 2024 and held it in 1 quarter.
  • IFG Advisory's Luna Innovations Incorporated position peaked at $92.4K in Q1 2024.
  • 85 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q2 2024.

Based on IFG Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.