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Berman Capital Advisors’s Moderna MRNA Stock Holding History

Berman Capital 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
2021
Q3 		$477K Buy
1,241
+391
+46% +$144K 0.08% 139
2021
Q2 		$199K Buy
850
+334
+65% +$59.7K 0.03% 238
2021
Q1 		$66K Buy
516
+42
+9% +$6.09K 0.01% 389
2020
Q4 		$49K Buy
474
+264
+126% +$26.7K 0.01% 417
2020
Q3 		$14K Buy
210
+99
+89% +$6.9K ﹤0.01% 691
2020
Q2 		$7K Buy
+111
New +$6.08K ﹤0.01% 887

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
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

Berman Capital Advisors's MRNA Position: Q3 2021 in Review

Berman Capital Advisors increased its Moderna (MRNA) stake by 46% in Q3 2021, buying an estimated $144K and bringing the position to 1,241 shares worth $477K. The position accounts for 0.08% of the portfolio, ranked #139.

Berman Capital Advisors first reported a position in MRNA in Q2 2020 and has held it in 6 quarters since. 1,141 funds tracked by Wall St. Rank hold MRNA as of Q3 2021.

  • Berman Capital Advisors held 1,241 shares of Moderna worth $477K as of Q3 2021.
  • Berman Capital Advisors bought 391 Moderna shares in Q3 2021, an estimated $144K.
  • Moderna made up 0.08% of Berman Capital Advisors's portfolio in Q3 2021, its #139 holding.
  • Berman Capital Advisors first reported a position in Moderna in Q2 2020 and has held it in 6 quarters since.
  • 1,141 funds tracked by Wall St. Rank held Moderna as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.