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Benjamin Edwards Inc’s Moderna MRNA Stock Holding History

Benjamin Edwards Inc’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
-4,374
Closed -$292K – 1125
2024
Q3 		$292K Buy
4,374
+4,343
+14,010% +$399K ﹤0.01% 959
2024
Q2 		$4K Sell
31
-21
-40% -$2.66K ﹤0.01% 649
2024
Q1 		$6K Buy
+52
New +$5.24K ﹤0.01% 667
2021
Q2 		– Sell
-5
Closed -$1K – 432
2021
Q1 		$1K Hold
5
– – ﹤0.01% 371
2020
Q4 		$1K Buy
+5
New +$506 ﹤0.01% 367

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

Benjamin Edwards Inc's MRNA Position: Q4 2024 in Review

Benjamin Edwards Inc sold out of Moderna (MRNA) in Q4 2024, closing a stake of 4,374 shares — an estimated $292K sold.

Benjamin Edwards Inc first reported a position in MRNA in Q4 2020 and held it in 5 quarters. The position peaked at $292K in Q3 2024. 745 funds tracked by Wall St. Rank hold MRNA as of Q4 2024.

  • Benjamin Edwards Inc reported no remaining Moderna position as of Q4 2024 after selling out during the quarter.
  • Benjamin Edwards Inc sold 4,374 Moderna shares in Q4 2024, an estimated $292K.
  • Benjamin Edwards Inc first reported a position in Moderna in Q4 2020 and held it in 5 quarters.
  • Benjamin Edwards Inc's Moderna position peaked at $292K in Q3 2024.
  • 745 funds tracked by Wall St. Rank held Moderna as of Q4 2024.

Based on Benjamin Edwards Inc's 13F filing for Q4 2024, filed 14 Feb 2025.