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Waldron Private Wealth’s Intuitive Machines LUNR Stock Holding History

Waldron Private Wealth’s Portfolio LUNR Stock Details LUNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,305
Closed -$83K – 433
2024
Q3 		$83K Buy
+10,305
New +$51.2K ﹤0.01% 421

Other funds holding LUNR

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CI
CPMG Inc Dallas, Texas $37.1M AUM 74.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waldron Private Wealth's LUNR Position: Q4 2024 in Review

Waldron Private Wealth sold out of Intuitive Machines (LUNR) in Q4 2024, closing a stake of 10,305 shares — an estimated $83K sold.

Waldron Private Wealth first reported a position in LUNR in Q3 2024 and held it in 1 quarter. The position peaked at $83K in Q3 2024. 170 funds tracked by Wall St. Rank hold LUNR as of Q4 2024.

  • Waldron Private Wealth reported no remaining Intuitive Machines position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 10,305 Intuitive Machines shares in Q4 2024, an estimated $83K.
  • Waldron Private Wealth first reported a position in Intuitive Machines in Q3 2024 and held it in 1 quarter.
  • Waldron Private Wealth's Intuitive Machines position peaked at $83K in Q3 2024.
  • 170 funds tracked by Wall St. Rank held Intuitive Machines as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.