AWM
MRNA icon

Avior Wealth Management’s Moderna MRNA Stock Holding History

Avior 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
2025
Q1 		– Sell
-367
Closed -$15.3K – 1728
2024
Q4 		$15.3K Sell
367
-2,284
-86% -$109K ﹤0.01% 1490
2024
Q3 		$177K Sell
2,651
-196
-7% -$18K 0.01% 731
2024
Q2 		$338K Sell
2,847
-267
-9% -$33.8K 0.01% 536
2024
Q1 		$332K Buy
3,114
+296
+11% +$29.8K 0.02% 554
2023
Q4 		$280K Sell
2,818
-279
-9% -$23.5K 0.02% 464
2023
Q3 		$320K Buy
3,097
+2,129
+220% +$237K 0.02% 431
2023
Q2 		$118K Buy
968
+783
+423% +$104K 0.01% 605
2023
Q1 		$28.4K Hold
185
– – ﹤0.01% 887
2022
Q4 		$33.2K Hold
185
– – ﹤0.01% 686
2022
Q3 		$21K Hold
185
– – ﹤0.01% 732
2022
Q2 		$26K Sell
185
-54
-23% -$7.72K ﹤0.01% 645
2022
Q1 		$41K Buy
239
+10
+4% +$1.68K ﹤0.01% 625
2021
Q4 		$58K Hold
229
– – ﹤0.01% 568
2021
Q3 		$88K Buy
229
+175
+324% +$64.5K 0.01% 503
2021
Q2 		$12K Sell
54
-30
-36% -$5.36K ﹤0.01% 729
2021
Q1 		$10K Buy
84
+54
+180% +$7.83K ﹤0.01% 761
2020
Q4 		$3K Sell
30
-33
-52% -$3.34K ﹤0.01% 846
2020
Q3 		$4K Hold
63
– – ﹤0.01% 767
2020
Q2 		$4K Hold
63
– – ﹤0.01% 737
2020
Q1 		$1K Buy
+63
New +$1.45K ﹤0.01% 735

Other funds holding MRNA

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Avior Wealth Management's MRNA Position: Q1 2025 in Review

Avior Wealth Management sold out of Moderna (MRNA) in Q1 2025, closing a stake of 367 shares — an estimated $15.3K sold.

Avior Wealth Management first reported a position in MRNA in Q1 2020 and held it in 20 quarters. The position peaked at $338K in Q2 2024. 693 funds tracked by Wall St. Rank hold MRNA as of Q1 2025.

  • Avior Wealth Management reported no remaining Moderna position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 367 Moderna shares in Q1 2025, an estimated $15.3K.
  • Avior Wealth Management first reported a position in Moderna in Q1 2020 and held it in 20 quarters.
  • Avior Wealth Management's Moderna position peaked at $338K in Q2 2024.
  • 693 funds tracked by Wall St. Rank held Moderna as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.