PPP
LUNA

Private Portfolio Partners’s Luna Innovations Incorporated LUNA Stock Holding History

Private Portfolio Partners’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
Q2 		– Sell
-20,503
Closed -$65.7K – 284
2024
Q1 		$65.7K Hold
20,503
– – 0.01% 275
2023
Q4 		$136K Buy
+20,503
New +$127K 0.03% 253

Other funds holding LUNA

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Private Portfolio Partners's LUNA Position: Q2 2024 in Review

Private Portfolio Partners sold out of Luna Innovations Incorporated (LUNA) in Q2 2024, closing a stake of 20,503 shares — an estimated $65.7K sold.

Private Portfolio Partners first reported a position in LUNA in Q4 2023 and held it in 2 quarters. The position peaked at $136K in Q4 2023. 85 funds tracked by Wall St. Rank hold LUNA as of Q2 2024.

  • Private Portfolio Partners reported no remaining Luna Innovations Incorporated position as of Q2 2024 after selling out during the quarter.
  • Private Portfolio Partners sold 20,503 Luna Innovations Incorporated shares in Q2 2024, an estimated $65.7K.
  • Private Portfolio Partners first reported a position in Luna Innovations Incorporated in Q4 2023 and held it in 2 quarters.
  • Private Portfolio Partners's Luna Innovations Incorporated position peaked at $136K in Q4 2023.
  • 85 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q2 2024.

Based on Private Portfolio Partners's 13F filing for Q2 2024, filed 15 Aug 2024.