IPW
LUNA

Impact Partnership Wealth’s Luna Innovations Incorporated LUNA Stock Holding History

Impact Partnership Wealth’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
Q4 		– Sell
-2,000
Closed -$11.7K – 1120
2023
Q3 		$11.7K Buy
+2,000
New +$15.1K ﹤0.01% 569

Other funds holding LUNA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Impact Partnership Wealth's LUNA Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Luna Innovations Incorporated (LUNA) in Q4 2023, closing a stake of 2,000 shares — an estimated $11.7K sold.

Impact Partnership Wealth first reported a position in LUNA in Q3 2023 and held it in 1 quarter. The position peaked at $11.7K in Q3 2023. 79 funds tracked by Wall St. Rank hold LUNA as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Luna Innovations Incorporated position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 2,000 Luna Innovations Incorporated shares in Q4 2023, an estimated $11.7K.
  • Impact Partnership Wealth first reported a position in Luna Innovations Incorporated in Q3 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Luna Innovations Incorporated position peaked at $11.7K in Q3 2023.
  • 79 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.