TFA
LUNA

Toth Financial Advisory’s Luna Innovations Incorporated LUNA Stock Holding History

Toth Financial Advisory’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
2023
Q3 		– Sell
-140
Closed -$1.28K – 867
2023
Q2 		$1.28K Sell
140
-10
-7% -$79 ﹤0.01% 707
2023
Q1 		$1.08K Buy
+150
New +$1.32K ﹤0.01% 749

Other funds holding LUNA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Toth Financial Advisory's LUNA Position: Q3 2023 in Review

Toth Financial Advisory sold out of Luna Innovations Incorporated (LUNA) in Q3 2023, closing a stake of 140 shares — an estimated $1.28K sold.

Toth Financial Advisory first reported a position in LUNA in Q1 2023 and held it in 2 quarters. The position peaked at $1.28K in Q2 2023. 83 funds tracked by Wall St. Rank hold LUNA as of Q3 2023.

  • Toth Financial Advisory reported no remaining Luna Innovations Incorporated position as of Q3 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 140 Luna Innovations Incorporated shares in Q3 2023, an estimated $1.28K.
  • Toth Financial Advisory first reported a position in Luna Innovations Incorporated in Q1 2023 and held it in 2 quarters.
  • Toth Financial Advisory's Luna Innovations Incorporated position peaked at $1.28K in Q2 2023.
  • 83 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q3 2023.

Based on Toth Financial Advisory's 13F filing for Q3 2023, filed 12 Oct 2023.