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Altman Advisors’s Moderna MRNA Stock Holding History

Altman Advisors’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
-1,400
Closed -$261K – 90
2022
Q4 		$261K Buy
+1,400
New +$229K 0.16% 85
2022
Q3 		– Sell
-1,400
Closed -$225K – 96
2022
Q2 		$225K Hold
1,400
– – 0.13% 86
2022
Q1 		$241K Buy
+1,400
New +$236K 0.12% 81
2021
Q4 		– Sell
-3,297
Closed -$1.14M – 80
2021
Q3 		$1.14M Buy
+3,297
New +$1.22M 0.63% 65

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

Altman Advisors's MRNA Position: Q1 2023 in Review

Altman Advisors sold out of Moderna (MRNA) in Q1 2023, closing a stake of 1,400 shares — an estimated $261K sold.

Altman Advisors first reported a position in MRNA in Q3 2021 and held it in 4 quarters. The position peaked at $1.14M in Q3 2021. 1,015 funds tracked by Wall St. Rank hold MRNA as of Q1 2023.

  • Altman Advisors reported no remaining Moderna position as of Q1 2023 after selling out during the quarter.
  • Altman Advisors sold 1,400 Moderna shares in Q1 2023, an estimated $261K.
  • Altman Advisors first reported a position in Moderna in Q3 2021 and held it in 4 quarters.
  • Altman Advisors's Moderna position peaked at $1.14M in Q3 2021.
  • 1,015 funds tracked by Wall St. Rank held Moderna as of Q1 2023.

Based on Altman Advisors's 13F filing for Q1 2023, filed 9 May 2023.