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Clear Perspectives Financial Planning’s Moderna MRNA Stock Holding History

Clear Perspectives Financial Planning’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
Q3 		– Sell
-100
Closed -$14K – 226
2022
Q2 		$14K Hold
100
– – 0.01% 143
2022
Q1 		$17K Buy
+100
New +$16.8K 0.01% 143

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Clear Perspectives Financial Planning's MRNA Position: Q3 2022 in Review

Clear Perspectives Financial Planning sold out of Moderna (MRNA) in Q3 2022, closing a stake of 100 shares — an estimated $14K sold.

Clear Perspectives Financial Planning first reported a position in MRNA in Q1 2022 and held it in 2 quarters. The position peaked at $17K in Q1 2022. 915 funds tracked by Wall St. Rank hold MRNA as of Q3 2022.

  • Clear Perspectives Financial Planning reported no remaining Moderna position as of Q3 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 100 Moderna shares in Q3 2022, an estimated $14K.
  • Clear Perspectives Financial Planning first reported a position in Moderna in Q1 2022 and held it in 2 quarters.
  • Clear Perspectives Financial Planning's Moderna position peaked at $17K in Q1 2022.
  • 915 funds tracked by Wall St. Rank held Moderna as of Q3 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.