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BOK Financial Private Wealth’s Moderna MRNA Stock Holding History

BOK Financial Private Wealth’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
2025
Q1 		– Sell
-20
Closed -$832 – 601
2024
Q4 		$832 Hold
20
– – ﹤0.01% 525
2024
Q3 		$1.34K Hold
20
– – ﹤0.01% 488
2024
Q2 		$2.38K Hold
20
– – ﹤0.01% 426
2024
Q1 		$2.13K Hold
20
– – ﹤0.01% 424
2023
Q4 		$1.99K Buy
+20
New +$1.68K ﹤0.01% 466
2022
Q2 		– Sell
-1,253
Closed -$216K – 421
2022
Q1 		$216K Buy
1,253
+138
+12% +$23.2K 0.02% 289
2021
Q4 		$283K Sell
1,115
-62
-5% -$18.1K 0.02% 238
2021
Q3 		$453K Buy
+1,177
New +$434K 0.04% 156

Other funds holding MRNA

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

BOK Financial Private Wealth's MRNA Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of Moderna (MRNA) in Q1 2025, closing a stake of 20 shares — an estimated $832 sold.

BOK Financial Private Wealth first reported a position in MRNA in Q3 2021 and held it in 8 quarters. The position peaked at $453K in Q3 2021. 693 funds tracked by Wall St. Rank hold MRNA as of Q1 2025.

  • BOK Financial Private Wealth reported no remaining Moderna position as of Q1 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 20 Moderna shares in Q1 2025, an estimated $832.
  • BOK Financial Private Wealth first reported a position in Moderna in Q3 2021 and held it in 8 quarters.
  • BOK Financial Private Wealth's Moderna position peaked at $453K in Q3 2021.
  • 693 funds tracked by Wall St. Rank held Moderna as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.