C2C Wealth Management’s Moderna MRNA Stock Holding History

C2C Wealth Management’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
2022 Q1	–	Sell	-100	Closed	-$28K	–	221
2021 Q4	$28K	Buy	+100	New	+$29.2K	﹤0.01%	224

Other funds holding MRNA

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

C2C Wealth Management's MRNA Position: Q4 2023 in Review

C2C Wealth Management sold out of Moderna (MRNA) in Q4 2023, closing a stake of 5,520 shares — an estimated $567K sold.

C2C Wealth Management first reported a position in MRNA in Q4 2021 and held it in 8 quarters. The position peaked at $3.1M in Q4 2021. 885 funds tracked by Wall St. Rank hold MRNA as of Q4 2023.

C2C Wealth Management reported no remaining Moderna position as of Q4 2023 after selling out during the quarter.
C2C Wealth Management sold 5,520 Moderna shares in Q4 2023, an estimated $567K.
C2C Wealth Management first reported a position in Moderna in Q4 2021 and held it in 8 quarters.
C2C Wealth Management's Moderna position peaked at $3.1M in Q4 2021.
885 funds tracked by Wall St. Rank held Moderna as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.