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

B. Riley 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
2022
Q2 		$774 Buy
5,419
+2,571
+90% +$367K ﹤0.01% 339
2022
Q1 		$491K Buy
2,848
+163
+6% +$27.4K 0.04% 331
2021
Q4 		$682K Buy
2,685
+125
+5% +$36.5K 0.05% 282
2021
Q3 		$985K Buy
2,560
+91
+4% +$33.6K 0.08% 226
2021
Q2 		$580K Buy
2,469
+69
+3% +$12.3K 0.06% 212
2021
Q1 		$314K Sell
2,400
-609
-20% -$88.3K 0.04% 295
2020
Q4 		$314K Sell
3,009
-4,705
-61% -$476K 0.04% 267
2020
Q3 		$546K Buy
7,714
+1,865
+32% +$130K 0.06% 214
2020
Q2 		$376K Buy
+5,849
New +$320K 0.04% 262

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
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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

B. Riley Wealth Management's MRNA Position: Q2 2022 in Review

B. Riley Wealth Management increased its Moderna (MRNA) stake by 90% in Q2 2022, buying an estimated $367K and bringing the position to 5,419 shares worth $774. The position accounts for ﹤0.01% of the portfolio, ranked #339.

B. Riley Wealth Management first reported a position in MRNA in Q2 2020 and has held it in 9 quarters since. The position peaked at $985K in Q3 2021. 981 funds tracked by Wall St. Rank hold MRNA as of Q2 2022.

  • B. Riley Wealth Management held 5,419 shares of Moderna worth $774 as of Q2 2022.
  • B. Riley Wealth Management bought 2,571 Moderna shares in Q2 2022, an estimated $367K.
  • Moderna made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #339 holding.
  • B. Riley Wealth Management first reported a position in Moderna in Q2 2020 and has held it in 9 quarters since.
  • B. Riley Wealth Management's Moderna position peaked at $985K in Q3 2021.
  • 981 funds tracked by Wall St. Rank held Moderna as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.