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Buckingham Strategic Wealth’s Moderna MRNA Stock Holding History

Buckingham Strategic 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
2024
Q2 		$344K Sell
2,894
-13
-0.4% -$1.65K ﹤0.01% 566
2024
Q1 		$310K Buy
2,907
+511
+21% +$51.5K ﹤0.01% 581
2023
Q4 		$238K Buy
2,396
+82
+4% +$6.9K ﹤0.01% 640
2023
Q3 		$239K Sell
2,314
-106
-4% -$11.8K ﹤0.01% 585
2023
Q2 		$294K Sell
2,420
-49
-2% -$6.54K ﹤0.01% 537
2023
Q1 		$443K Hold
2,469
– – 0.01% 405
2022
Q4 		$443K Buy
2,469
+144
+6% +$23.5K 0.01% 407
2022
Q3 		$275K Sell
2,325
-22
-0.9% -$3.34K 0.01% 486
2022
Q2 		$335K Sell
2,347
-191
-8% -$27.3K 0.01% 447
2022
Q1 		$437K Buy
2,538
+194
+8% +$32.7K 0.01% 390
2021
Q4 		$595K Buy
2,344
+637
+37% +$186K 0.01% 339
2021
Q3 		$657K Sell
1,707
-349
-17% -$129K 0.01% 308
2021
Q2 		$483K Buy
2,056
+126
+7% +$22.5K 0.01% 369
2021
Q1 		$253K Buy
+1,930
New +$280K 0.01% 469

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Buckingham Strategic Wealth's MRNA Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Moderna (MRNA) stake by 0.45% in Q2 2024, selling an estimated $1.65K and leaving 2,894 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Buckingham Strategic Wealth first reported a position in MRNA in Q1 2021 and has held it in 14 quarters since. The position peaked at $657K in Q3 2021. 954 funds tracked by Wall St. Rank hold MRNA as of Q2 2024.

  • Buckingham Strategic Wealth held 2,894 shares of Moderna worth $344K as of Q2 2024.
  • Buckingham Strategic Wealth sold 13 Moderna shares in Q2 2024, an estimated $1.65K.
  • Moderna made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #566 holding.
  • Buckingham Strategic Wealth first reported a position in Moderna in Q1 2021 and has held it in 14 quarters since.
  • Buckingham Strategic Wealth's Moderna position peaked at $657K in Q3 2021.
  • 954 funds tracked by Wall St. Rank held Moderna as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.