AWM
MRNA icon

Accurate Wealth Management’s Moderna MRNA Stock Holding History

Accurate 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
Q1 		– Sell
-115
Closed -$21.8K – 960
2022
Q4 		$21.8K Buy
+115
New +$18.8K 0.01% 657
2022
Q1 		– Sell
-213
Closed -$1.06M – 190
2021
Q4 		$1.06M Buy
213
+15
+8% +$4.39K 0.86% 20
2021
Q3 		$1.06M Buy
+198
New +$73K 0.93% 18

Other funds holding MRNA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.54B AUM 86.39% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Accurate Wealth Management's MRNA Position: Q1 2023 in Review

Accurate Wealth Management sold out of Moderna (MRNA) in Q1 2023, closing a stake of 115 shares — an estimated $21.8K sold.

Accurate Wealth Management first reported a position in MRNA in Q3 2021 and held it in 3 quarters. The position peaked at $1.06M in Q3 2021. 1,016 funds tracked by Wall St. Rank hold MRNA as of Q1 2023.

  • Accurate Wealth Management reported no remaining Moderna position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 115 Moderna shares in Q1 2023, an estimated $21.8K.
  • Accurate Wealth Management first reported a position in Moderna in Q3 2021 and held it in 3 quarters.
  • Accurate Wealth Management's Moderna position peaked at $1.06M in Q3 2021.
  • 1,016 funds tracked by Wall St. Rank held Moderna as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.