AWM
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Accel Wealth Management’s Moderna MRNA Stock Holding History

Accel Wealth Management’s Portfolio MRNA Stock Details MRNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-122
Closed -$18.7K – 598
2023
Q1 		$18.7K Buy
122
+25
+26% +$4.12K 0.01% 737
2022
Q4 		$17.4K Hold
97
– – 0.01% 587
2022
Q3 		$12K Hold
97
– – 0.01% 698
2022
Q2 		$16K Sell
97
-20
-17% -$2.86K 0.01% 602
2022
Q1 		$21K Buy
117
+7
+6% +$1.18K 0.01% 549
2021
Q4 		$28K Hold
110
– – 0.01% 503
2021
Q3 		$42K Buy
110
+20
+22% +$7.38K 0.03% 348
2021
Q2 		$21K Hold
90
– – 0.01% 529
2021
Q1 		$12K Hold
90
– – 0.01% 621
2020
Q4 		$9K Buy
+90
New +$9.11K 0.01% 633

Other funds holding MRNA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Accel Wealth Management's MRNA Position: Q2 2023 in Review

Accel Wealth Management sold out of Moderna (MRNA) in Q2 2023, closing a stake of 122 shares — an estimated $18.7K sold.

Accel Wealth Management first reported a position in MRNA in Q4 2020 and held it in 10 quarters. The position peaked at $42K in Q3 2021. 965 funds tracked by Wall St. Rank hold MRNA as of Q2 2023.

  • Accel Wealth Management reported no remaining Moderna position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 122 Moderna shares in Q2 2023, an estimated $18.7K.
  • Accel Wealth Management first reported a position in Moderna in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Moderna position peaked at $42K in Q3 2021.
  • 965 funds tracked by Wall St. Rank held Moderna as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.