MCC
LUNA

Money Concepts Capital’s Luna Innovations Incorporated LUNA Stock Holding History

Money Concepts Capital’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
Q2 		– Sell
-1,000
Closed -$8K – 2838
2022
Q1 		$8K Buy
+1,000
New +$7.19K ﹤0.01% 2053

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

Money Concepts Capital's LUNA Position: Q2 2022 in Review

Money Concepts Capital sold out of Luna Innovations Incorporated (LUNA) in Q2 2022, closing a stake of 1,000 shares — an estimated $8K sold.

Money Concepts Capital first reported a position in LUNA in Q1 2022 and held it in 1 quarter. The position peaked at $8K in Q1 2022. 72 funds tracked by Wall St. Rank hold LUNA as of Q2 2022.

  • Money Concepts Capital reported no remaining Luna Innovations Incorporated position as of Q2 2022 after selling out during the quarter.
  • Money Concepts Capital sold 1,000 Luna Innovations Incorporated shares in Q2 2022, an estimated $8K.
  • Money Concepts Capital first reported a position in Luna Innovations Incorporated in Q1 2022 and held it in 1 quarter.
  • Money Concepts Capital's Luna Innovations Incorporated position peaked at $8K in Q1 2022.
  • 72 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q2 2022.

Based on Money Concepts Capital's 13F filing for Q2 2022, filed 18 Jul 2022.