Texas Capital Bank Wealth Management Services’s Luna Innovations Incorporated LUNA Stock Holding History

Texas Capital Bank Wealth Management Services’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 Q4	–	Sell	-20,000	Closed	-$47K	–	214
2024 Q3	$47K	Hold	20,000	–	–	﹤0.01%	195
2024 Q2	$64K	Hold	20,000	–	–	0.01%	193
2024 Q1	$64.1K	Hold	20,000	–	–	0.01%	193
2023 Q4	$133K	Hold	20,000	–	–	0.02%	185
2023 Q3	$117K	Hold	20,000	–	–	0.01%	194
2023 Q2	$182K	Buy	+20,000	New	+$158K	0.02%	207

Other funds holding LUNA

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's LUNA Position: Q4 2024 in Review

Texas Capital Bank Wealth Management Services sold out of Luna Innovations Incorporated (LUNA) in Q4 2024, closing a stake of 20,000 shares — an estimated $47K sold.

Texas Capital Bank Wealth Management Services first reported a position in LUNA in Q2 2023 and held it in 6 quarters. The position peaked at $182K in Q2 2023. 58 funds tracked by Wall St. Rank hold LUNA as of Q4 2024.

Texas Capital Bank Wealth Management Services reported no remaining Luna Innovations Incorporated position as of Q4 2024 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 20,000 Luna Innovations Incorporated shares in Q4 2024, an estimated $47K.
Texas Capital Bank Wealth Management Services first reported a position in Luna Innovations Incorporated in Q2 2023 and held it in 6 quarters.
Texas Capital Bank Wealth Management Services's Luna Innovations Incorporated position peaked at $182K in Q2 2023.
58 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q4 2024.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q4 2024, filed 13 Feb 2025.