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Clearview Wealth Advisors’s Moderna MRNA Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-5
Closed -$608 – 424
2023
Q2 		$608 Hold
5
– – ﹤0.01% 628
2023
Q1 		$768 Hold
5
– – ﹤0.01% 596
2022
Q4 		$898 Sell
5
-120
-96% -$19.6K ﹤0.01% 536
2022
Q3 		$15K Hold
125
– – 0.01% 290
2022
Q2 		$18K Hold
125
– – 0.01% 293
2022
Q1 		$22K Hold
125
– – 0.01% 292
2021
Q4 		$32K Sell
125
-1
-0.8% -$292 0.02% 272
2021
Q3 		$48K Sell
126
-185
-59% -$68.2K 0.03% 237
2021
Q2 		$73K Hold
311
– – 0.05% 207
2021
Q1 		$41K Buy
311
+5
+2% +$725 0.03% 245
2020
Q4 		$32K Buy
+306
New +$31K 0.02% 245

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Clearview Wealth Advisors's MRNA Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Moderna (MRNA) in Q3 2023, closing a stake of 5 shares — an estimated $608 sold.

Clearview Wealth Advisors first reported a position in MRNA in Q4 2020 and held it in 11 quarters. The position peaked at $73K in Q2 2021. 889 funds tracked by Wall St. Rank hold MRNA as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Moderna position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 5 Moderna shares in Q3 2023, an estimated $608.
  • Clearview Wealth Advisors first reported a position in Moderna in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Moderna position peaked at $73K in Q2 2021.
  • 889 funds tracked by Wall St. Rank held Moderna as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.