YAL
LUNA

Your Advocates Ltd’s Luna Innovations Incorporated LUNA Stock Holding History

Your Advocates Ltd’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
2021
Q3 		– Sell
-200
Closed -$2K – 213
2021
Q2 		$2K Buy
+200
New +$2.18K ﹤0.01% 133

Other funds holding LUNA

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Your Advocates Ltd's LUNA Position: Q3 2021 in Review

Your Advocates Ltd sold out of Luna Innovations Incorporated (LUNA) in Q3 2021, closing a stake of 200 shares — an estimated $2K sold.

Your Advocates Ltd first reported a position in LUNA in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 81 funds tracked by Wall St. Rank hold LUNA as of Q3 2021.

  • Your Advocates Ltd reported no remaining Luna Innovations Incorporated position as of Q3 2021 after selling out during the quarter.
  • Your Advocates Ltd sold 200 Luna Innovations Incorporated shares in Q3 2021, an estimated $2K.
  • Your Advocates Ltd first reported a position in Luna Innovations Incorporated in Q2 2021 and held it in 1 quarter.
  • Your Advocates Ltd's Luna Innovations Incorporated position peaked at $2K in Q2 2021.
  • 81 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q3 2021.

Based on Your Advocates Ltd's 13F filing for Q3 2021, filed 5 Nov 2021.