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B. Riley Wealth Advisors’s Moderna MRNA Stock Holding History

B. Riley 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
2024
Q4 		$256K Buy
6,158
+929
+18% +$44.4K 0.01% 938
2024
Q3 		$345K Sell
5,229
-888
-15% -$81.5K 0.01% 891
2024
Q2 		$726K Sell
6,117
-3,754
-38% -$475K 0.02% 654
2024
Q1 		$1.02M Buy
9,871
+1,549
+19% +$156K 0.03% 518
2023
Q4 		$828K Sell
8,322
-1,549
-16% -$130K 0.02% 591
2023
Q3 		$1.02M Buy
9,871
+1,616
+20% +$180K 0.03% 518
2023
Q2 		$1M Buy
8,255
+676
+9% +$90.2K 0.02% 565
2023
Q1 		$1.16M Sell
7,579
-2,503
-25% -$413K 0.03% 496
2022
Q4 		$1.81M Buy
10,082
+478
+5% +$78.2K 0.05% 364
2022
Q3 		$1.14M Buy
9,604
+2,675
+39% +$406K 0.03% 469
2022
Q2 		$990K Buy
6,929
+341
+5% +$48.7K 0.04% 425
2022
Q1 		$1.14M Sell
6,588
-2,636
-29% -$444K 0.04% 446
2021
Q4 		$2.34M Sell
9,224
-1,683
-15% -$492K 0.07% 314
2021
Q3 		$4.11M Sell
10,907
-9,293
-46% -$3.43M 0.13% 168
2021
Q2 		$4.69M Sell
20,200
-8,739
-30% -$1.56M 0.15% 158
2021
Q1 		$3.78M Buy
28,939
+3,206
+12% +$465K 0.13% 175
2020
Q4 		$2.69M Buy
25,733
+10,850
+73% +$1.1M 0.14% 161
2020
Q3 		$1.05M Buy
14,883
+3,998
+37% +$279K 0.06% 302
2020
Q2 		$699K Buy
+10,885
New +$596K 0.05% 356

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

B. Riley Wealth Advisors's MRNA Position: Q4 2024 in Review

B. Riley Wealth Advisors increased its Moderna (MRNA) stake by 18% in Q4 2024, buying an estimated $44.4K and bringing the position to 6,158 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #938.

B. Riley Wealth Advisors first reported a position in MRNA in Q2 2020 and has held it in 19 quarters since. The position peaked at $4.69M in Q2 2021. 745 funds tracked by Wall St. Rank hold MRNA as of Q4 2024.

  • B. Riley Wealth Advisors held 6,158 shares of Moderna worth $256K as of Q4 2024.
  • B. Riley Wealth Advisors bought 929 Moderna shares in Q4 2024, an estimated $44.4K.
  • Moderna made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #938 holding.
  • B. Riley Wealth Advisors first reported a position in Moderna in Q2 2020 and has held it in 19 quarters since.
  • B. Riley Wealth Advisors's Moderna position peaked at $4.69M in Q2 2021.
  • 745 funds tracked by Wall St. Rank held Moderna as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.