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Clear Point Advisors’s Moderna MRNA Stock Holding History

Clear Point Advisors’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
Q4 		– Sell
-5
Closed -$334 – 376
2024
Q3 		$334 Hold
5
– – ﹤0.01% 520
2024
Q2 		$594 Hold
5
– – ﹤0.01% 491
2024
Q1 		$533 Hold
5
– – ﹤0.01% 497
2023
Q4 		$497 Buy
+5
New +$421 ﹤0.01% 486

Other funds holding MRNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
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
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return

Clear Point Advisors's MRNA Position: Q4 2024 in Review

Clear Point Advisors sold out of Moderna (MRNA) in Q4 2024, closing a stake of 5 shares — an estimated $334 sold.

Clear Point Advisors first reported a position in MRNA in Q4 2023 and held it in 4 quarters. The position peaked at $594 in Q2 2024. 745 funds tracked by Wall St. Rank hold MRNA as of Q4 2024.

  • Clear Point Advisors reported no remaining Moderna position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 5 Moderna shares in Q4 2024, an estimated $334.
  • Clear Point Advisors first reported a position in Moderna in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Moderna position peaked at $594 in Q2 2024.
  • 745 funds tracked by Wall St. Rank held Moderna as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.