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Atticus Wealth Management’s Moderna MRNA Stock Holding History

Atticus 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
2024
Q4 		– Sell
-8
Closed -$535 – 535
2024
Q3 		$535 Sell
8
-24
-75% -$2.2K ﹤0.01% 496
2024
Q2 		$3.8K Buy
+32
New +$4.05K ﹤0.01% 440
2023
Q4 		– Sell
-70
Closed -$7.23K – 589
2023
Q3 		$7.23K Hold
70
– – ﹤0.01% 435
2023
Q2 		$8.51K Hold
70
– – ﹤0.01% 415
2023
Q1 		$10.8K Hold
70
– – ﹤0.01% 377
2022
Q4 		$12.6K Hold
70
– – 0.01% 372
2022
Q3 		$10K Hold
70
– – ﹤0.01% 375
2022
Q2 		$10K Hold
70
– – ﹤0.01% 406
2022
Q1 		$12K Hold
70
– – ﹤0.01% 391
2021
Q4 		$18K Sell
70
-258
-79% -$75.4K 0.01% 315
2021
Q3 		$126K Buy
+328
New +$121K 0.06% 135

Other funds holding MRNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return

Atticus Wealth Management's MRNA Position: Q4 2024 in Review

Atticus Wealth Management sold out of Moderna (MRNA) in Q4 2024, closing a stake of 8 shares — an estimated $535 sold.

Atticus Wealth Management first reported a position in MRNA in Q3 2021 and held it in 11 quarters. The position peaked at $126K in Q3 2021. 745 funds tracked by Wall St. Rank hold MRNA as of Q4 2024.

  • Atticus Wealth Management reported no remaining Moderna position as of Q4 2024 after selling out during the quarter.
  • Atticus Wealth Management sold 8 Moderna shares in Q4 2024, an estimated $535.
  • Atticus Wealth Management first reported a position in Moderna in Q3 2021 and held it in 11 quarters.
  • Atticus Wealth Management's Moderna position peaked at $126K in Q3 2021.
  • 745 funds tracked by Wall St. Rank held Moderna as of Q4 2024.

Based on Atticus Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.