PMFA
LUNA

Plante Moran Financial Advisors’s Luna Innovations Incorporated LUNA Stock Holding History

Plante Moran Financial Advisors’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
2021
Q4 		– Sell
-10,000
Closed -$95K – 1140
2021
Q3 		$95K Buy
+10,000
New +$108K 0.02% 282

Other funds holding LUNA

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 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
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Plante Moran Financial Advisors's LUNA Position: Q4 2021 in Review

Plante Moran Financial Advisors sold out of Luna Innovations Incorporated (LUNA) in Q4 2021, closing a stake of 10,000 shares — an estimated $95K sold.

Plante Moran Financial Advisors first reported a position in LUNA in Q3 2021 and held it in 1 quarter. The position peaked at $95K in Q3 2021. 76 funds tracked by Wall St. Rank hold LUNA as of Q4 2021.

  • Plante Moran Financial Advisors reported no remaining Luna Innovations Incorporated position as of Q4 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 10,000 Luna Innovations Incorporated shares in Q4 2021, an estimated $95K.
  • Plante Moran Financial Advisors first reported a position in Luna Innovations Incorporated in Q3 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Luna Innovations Incorporated position peaked at $95K in Q3 2021.
  • 76 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q4 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.