DCM Advisors’s Moderna MRNA Stock Holding History

DCM 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
2021 Q4	–	Sell	-1,315	Closed	-$506K	–	280
2021 Q3	$506K	Sell	1,315 -10	-0.8%	-$3.69K	0.19%	138
2021 Q2	$311K	Buy	+1,325	New	+$237K	0.18%	152

Other funds holding MRNA

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

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

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

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

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

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

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

DCM Advisors's MRNA Position: Q4 2021 in Review

DCM Advisors sold out of Moderna (MRNA) in Q4 2021, closing a stake of 1,315 shares — an estimated $506K sold.

DCM Advisors first reported a position in MRNA in Q2 2021 and held it in 2 quarters. The position peaked at $506K in Q3 2021. 1,109 funds tracked by Wall St. Rank hold MRNA as of Q4 2021.

DCM Advisors reported no remaining Moderna position as of Q4 2021 after selling out during the quarter.
DCM Advisors sold 1,315 Moderna shares in Q4 2021, an estimated $506K.
DCM Advisors first reported a position in Moderna in Q2 2021 and held it in 2 quarters.
DCM Advisors's Moderna position peaked at $506K in Q3 2021.
1,109 funds tracked by Wall St. Rank held Moderna as of Q4 2021.

Based on DCM Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.