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Aft Forsyth & Sober’s Moderna MRNA Stock Holding History

Aft Forsyth & Sober’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
2024
Q1 		– Sell
-5,050
Closed -$502K – 83
2023
Q4 		$502K Hold
5,050
– – 0.19% 78
2023
Q3 		$522K Hold
5,050
– – 0.22% 80
2023
Q2 		$614K Hold
5,050
– – 0.25% 79
2023
Q1 		$776K Hold
5,050
– – 0.39% 74
2022
Q4 		$907K Hold
5,050
– – 0.41% 71
2022
Q3 		$597K Hold
5,050
– – 0.29% 80
2022
Q2 		$721K Hold
5,050
– – 0.34% 78
2022
Q1 		$870K Hold
5,050
– – 0.34% 80
2021
Q4 		$1.28M Hold
5,050
– – 0.45% 60
2021
Q3 		$1.94M Buy
+5,050
New +$1.86M 0.73% 27

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aft Forsyth & Sober's MRNA Position: Q1 2024 in Review

Aft Forsyth & Sober sold out of Moderna (MRNA) in Q1 2024, closing a stake of 5,050 shares — an estimated $502K sold.

Aft Forsyth & Sober first reported a position in MRNA in Q3 2021 and held it in 10 quarters. The position peaked at $1.94M in Q3 2021. 902 funds tracked by Wall St. Rank hold MRNA as of Q1 2024.

  • Aft Forsyth & Sober reported no remaining Moderna position as of Q1 2024 after selling out during the quarter.
  • Aft Forsyth & Sober sold 5,050 Moderna shares in Q1 2024, an estimated $502K.
  • Aft Forsyth & Sober first reported a position in Moderna in Q3 2021 and held it in 10 quarters.
  • Aft Forsyth & Sober's Moderna position peaked at $1.94M in Q3 2021.
  • 902 funds tracked by Wall St. Rank held Moderna as of Q1 2024.

Based on Aft Forsyth & Sober's 13F filing for Q1 2024, filed 13 May 2024.