JPLA
LUNA

Joseph P. Lucia & Associates’s Luna Innovations Incorporated LUNA Stock Holding History

Joseph P. Lucia & Associates’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
2022
Q3 		– Sell
-200
Closed -$1K – 481
2022
Q2 		$1K Hold
200
– – ﹤0.01% 430
2022
Q1 		$2K Buy
+200
New +$1.44K ﹤0.01% 414

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
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

Joseph P. Lucia & Associates's LUNA Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Luna Innovations Incorporated (LUNA) in Q3 2022, closing a stake of 200 shares — an estimated $1K sold.

Joseph P. Lucia & Associates first reported a position in LUNA in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 64 funds tracked by Wall St. Rank hold LUNA as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining Luna Innovations Incorporated position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 200 Luna Innovations Incorporated shares in Q3 2022, an estimated $1K.
  • Joseph P. Lucia & Associates first reported a position in Luna Innovations Incorporated in Q1 2022 and held it in 2 quarters.
  • Joseph P. Lucia & Associates's Luna Innovations Incorporated position peaked at $2K in Q1 2022.
  • 64 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.