BDO Wealth Advisors’s Moderna MRNA Stock Holding History

BDO 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
2023 Q2	$90.5K	Sell	745 -25	-3%	-$3.33K	0.01%	354
2023 Q1	$118K	Buy	770 +150	+24%	+$24.7K	0.01%	309
2022 Q4	$111K	Hold	620	–	–	0.01%	316
2022 Q3	$73K	Sell	620 -22	-3%	-$3.34K	0.01%	361
2022 Q2	$92K	Sell	642 -285	-31%	-$40.7K	0.01%	336
2022 Q1	$160K	Sell	927 -93	-9%	-$15.7K	0.02%	291
2021 Q4	$259K	Buy	1,020 +12	+1%	+$3.51K	0.03%	251
2021 Q3	$388K	Buy	1,008 +33	+3%	+$12.2K	0.04%	205
2021 Q2	$229K	Sell	975 -50	-5%	-$8.94K	0.03%	274
2021 Q1	$134K	Buy	1,025 +315	+44%	+$45.6K	0.02%	334
2020 Q4	$74K	Buy	710 +10	+1%	+$1.01K	0.01%	320
2020 Q3	$50K	Buy	700 +200	+40%	+$13.9K	0.01%	329
2020 Q2	$32K	Buy	+500	New	+$27.4K	0.01%	372

Other funds holding MRNA

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

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

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

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BDO Wealth Advisors's MRNA Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Moderna (MRNA) stake by 3.2% in Q2 2023, selling an estimated $3.33K and leaving 745 shares worth $90.5K. The position accounts for 0.01% of the portfolio, ranked #354.

BDO Wealth Advisors first reported a position in MRNA in Q2 2020 and has held it in 13 quarters since. The position peaked at $388K in Q3 2021. 965 funds tracked by Wall St. Rank hold MRNA as of Q2 2023.

BDO Wealth Advisors held 745 shares of Moderna worth $90.5K as of Q2 2023.
BDO Wealth Advisors sold 25 Moderna shares in Q2 2023, an estimated $3.33K.
Moderna made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #354 holding.
BDO Wealth Advisors first reported a position in Moderna in Q2 2020 and has held it in 13 quarters since.
BDO Wealth Advisors's Moderna position peaked at $388K in Q3 2021.
965 funds tracked by Wall St. Rank held Moderna as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.