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Buck Wealth Strategies’s Moderna MRNA Stock Holding History

Buck Wealth Strategies’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
2023
Q4 		– Sell
-10
Closed -$1.03K – 250
2023
Q3 		$1.03K Hold
10
– – ﹤0.01% 333
2023
Q2 		$1.22K Hold
10
– – ﹤0.01% 251
2023
Q1 		$1.54K Buy
+10
New +$1.65K ﹤0.01% 187

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Buck Wealth Strategies's MRNA Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Moderna (MRNA) in Q4 2023, closing a stake of 10 shares — an estimated $1.03K sold.

Buck Wealth Strategies first reported a position in MRNA in Q1 2023 and held it in 3 quarters. The position peaked at $1.54K in Q1 2023. 884 funds tracked by Wall St. Rank hold MRNA as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Moderna position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 10 Moderna shares in Q4 2023, an estimated $1.03K.
  • Buck Wealth Strategies first reported a position in Moderna in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's Moderna position peaked at $1.54K in Q1 2023.
  • 884 funds tracked by Wall St. Rank held Moderna as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.