JPWM
LUNA

Jamison Private Wealth Management’s Luna Innovations Incorporated LUNA Stock Holding History

Jamison Private Wealth 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
-6,000
Closed – – 504
2024
Q3 		$0 Hold
6,000
– – ﹤0.01% 508
2024
Q2 		$0 Hold
6,000
– – ﹤0.01% 544
2024
Q1 		$0 Buy
+6,000
New +$38.2K ﹤0.01% 535

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

Jamison Private Wealth Management's LUNA Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Luna Innovations Incorporated (LUNA) in Q4 2024, closing a stake of 6,000 shares.

Jamison Private Wealth Management first reported a position in LUNA in Q1 2024 and held it in 3 quarters. The position peaked at $0 in Q3 2024. 58 funds tracked by Wall St. Rank hold LUNA as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Luna Innovations Incorporated position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 6,000 Luna Innovations Incorporated shares in Q4 2024.
  • Jamison Private Wealth Management first reported a position in Luna Innovations Incorporated in Q1 2024 and held it in 3 quarters.
  • Jamison Private Wealth Management's Luna Innovations Incorporated position peaked at $0 in Q3 2024.
  • 58 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.