APWA
MRNA icon

Atlas Private Wealth Advisors’s Moderna MRNA Stock Holding History

Atlas Private Wealth 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
2021
Q3 		– Sell
-131
Closed -$31K – 789
2021
Q2 		$31K Hold
131
– – 0.02% 293
2021
Q1 		$17K Hold
131
– – 0.01% 409
2020
Q4 		$14K Hold
131
– – 0.01% 390
2020
Q3 		$9K Buy
+131
New +$9.13K 0.01% 406

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
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

Atlas Private Wealth Advisors's MRNA Position: Q3 2021 in Review

Atlas Private Wealth Advisors sold out of Moderna (MRNA) in Q3 2021, closing a stake of 131 shares — an estimated $31K sold.

Atlas Private Wealth Advisors first reported a position in MRNA in Q3 2020 and held it in 4 quarters. The position peaked at $31K in Q2 2021. 1,140 funds tracked by Wall St. Rank hold MRNA as of Q3 2021.

  • Atlas Private Wealth Advisors reported no remaining Moderna position as of Q3 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 131 Moderna shares in Q3 2021, an estimated $31K.
  • Atlas Private Wealth Advisors first reported a position in Moderna in Q3 2020 and held it in 4 quarters.
  • Atlas Private Wealth Advisors's Moderna position peaked at $31K in Q2 2021.
  • 1,140 funds tracked by Wall St. Rank held Moderna as of Q3 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.