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Benchmark Investment Advisors’s Moderna MRNA Stock Holding History

Benchmark Investment 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
2022
Q3 		– Sell
-3,571
Closed -$510K – 97
2022
Q2 		$510K Sell
3,571
-1,875
-34% -$268K 0.53% 61
2022
Q1 		$938K Buy
5,446
+383
+8% +$64.5K 0.71% 39
2021
Q4 		$1.29M Buy
+5,063
New +$1.48M 1.06% 30

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 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

Benchmark Investment Advisors's MRNA Position: Q3 2022 in Review

Benchmark Investment Advisors sold out of Moderna (MRNA) in Q3 2022, closing a stake of 3,571 shares — an estimated $510K sold.

Benchmark Investment Advisors first reported a position in MRNA in Q4 2021 and held it in 3 quarters. The position peaked at $1.29M in Q4 2021. 916 funds tracked by Wall St. Rank hold MRNA as of Q3 2022.

  • Benchmark Investment Advisors reported no remaining Moderna position as of Q3 2022 after selling out during the quarter.
  • Benchmark Investment Advisors sold 3,571 Moderna shares in Q3 2022, an estimated $510K.
  • Benchmark Investment Advisors first reported a position in Moderna in Q4 2021 and held it in 3 quarters.
  • Benchmark Investment Advisors's Moderna position peaked at $1.29M in Q4 2021.
  • 916 funds tracked by Wall St. Rank held Moderna as of Q3 2022.

Based on Benchmark Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.