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Beaird Harris Wealth Management’s Moderna MRNA Stock Holding History

Beaird Harris 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
2024
Q4 		– Sell
-40
Closed -$2.67K – 525
2024
Q3 		$2.67K Sell
40
-145
-78% -$13.3K ﹤0.01% 409
2024
Q2 		$22K Buy
185
+145
+363% +$18.3K ﹤0.01% 294
2024
Q1 		$4.26K Hold
40
– – ﹤0.01% 407
2023
Q4 		$3.98K Hold
40
– – ﹤0.01% 405
2023
Q3 		$4.13K Buy
+40
New +$4.46K ﹤0.01% 319
2023
Q1 		– Sell
-26
Closed -$4.67K – 649
2022
Q4 		$4.67K Buy
+26
New +$4.25K ﹤0.01% 429
2022
Q1 		– Sell
-5
Closed -$1K – 674
2021
Q4 		$1K Buy
+5
New +$1.46K ﹤0.01% 605

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

Beaird Harris Wealth Management's MRNA Position: Q4 2024 in Review

Beaird Harris Wealth Management sold out of Moderna (MRNA) in Q4 2024, closing a stake of 40 shares — an estimated $2.67K sold.

Beaird Harris Wealth Management first reported a position in MRNA in Q4 2021 and held it in 7 quarters. The position peaked at $22K in Q2 2024. 745 funds tracked by Wall St. Rank hold MRNA as of Q4 2024.

  • Beaird Harris Wealth Management reported no remaining Moderna position as of Q4 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 40 Moderna shares in Q4 2024, an estimated $2.67K.
  • Beaird Harris Wealth Management first reported a position in Moderna in Q4 2021 and held it in 7 quarters.
  • Beaird Harris Wealth Management's Moderna position peaked at $22K in Q2 2024.
  • 745 funds tracked by Wall St. Rank held Moderna as of Q4 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.