TCWP’s Luna Innovations Incorporated LUNA Stock Holding History

TCWP’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	-344	Closed	-$2K	–	1982
2022 Q1	$2K	Buy	+344	New	+$2.47K	﹤0.01%	1430

Other funds holding LUNA

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

AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

TCWP's LUNA Position: Q2 2022 in Review

TCWP sold out of Luna Innovations Incorporated (LUNA) in Q2 2022, closing a stake of 344 shares — an estimated $2K sold.

TCWP first reported a position in LUNA in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 72 funds tracked by Wall St. Rank hold LUNA as of Q2 2022.

TCWP reported no remaining Luna Innovations Incorporated position as of Q2 2022 after selling out during the quarter.
TCWP sold 344 Luna Innovations Incorporated shares in Q2 2022, an estimated $2K.
TCWP first reported a position in Luna Innovations Incorporated in Q1 2022 and held it in 1 quarter.
TCWP's Luna Innovations Incorporated position peaked at $2K in Q1 2022.
72 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.