Baldwin Wealth Partners’s Moderna MRNA Stock Holding History

Baldwin Wealth Partners’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	-104	Closed	-$6.95K	–	723
2024 Q3	$6.95K	Hold	104	–	–	﹤0.01%	843
2024 Q2	$12.3K	Hold	104	–	–	﹤0.01%	519
2024 Q1	$11.1K	Hold	104	–	–	﹤0.01%	547
2023 Q4	$10.3K	Hold	104	–	–	﹤0.01%	570
2023 Q3	$10.7K	Hold	104	–	–	﹤0.01%	573
2023 Q2	$12.6K	Hold	104	–	–	﹤0.01%	580
2023 Q1	$16K	Hold	104	–	–	﹤0.01%	572
2022 Q4	$18.7K	Sell	104 -259	-71%	-$42.3K	﹤0.01%	544
2022 Q3	$43K	Hold	363	–	–	0.01%	348
2022 Q2	$52K	Hold	363	–	–	0.01%	353
2022 Q1	$63K	Buy	363 +29	+9%	+$4.88K	0.01%	341
2021 Q4	$85K	Hold	334	–	–	0.01%	292
2021 Q3	$129K	Sell	334 -176	-35%	-$64.9K	0.01%	236
2021 Q2	$120K	Hold	510	–	–	0.01%	249
2021 Q1	$67K	Hold	510	–	–	0.01%	305
2020 Q4	$53K	Sell	510 -400	-44%	-$40.5K	0.01%	313
2020 Q3	$64K	Buy	910 +800	+727%	+$55.8K	0.01%	267
2020 Q2	$7K	Hold	110	–	–	﹤0.01%	453
2020 Q1	$3K	Hold	110	–	–	﹤0.01%	500
2019 Q4	$2K	Buy	+110	New	+$1.95K	﹤0.01%	517

Other funds holding MRNA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return

Baldwin Wealth Partners's MRNA Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Moderna (MRNA) in Q4 2024, closing a stake of 104 shares — an estimated $6.95K sold.

Baldwin Wealth Partners first reported a position in MRNA in Q4 2019 and held it in 20 quarters. The position peaked at $129K in Q3 2021. 745 funds tracked by Wall St. Rank hold MRNA as of Q4 2024.

Baldwin Wealth Partners reported no remaining Moderna position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 104 Moderna shares in Q4 2024, an estimated $6.95K.
Baldwin Wealth Partners first reported a position in Moderna in Q4 2019 and held it in 20 quarters.
Baldwin Wealth Partners's Moderna position peaked at $129K in Q3 2021.
745 funds tracked by Wall St. Rank held Moderna as of Q4 2024.

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