EWM
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Evermay Wealth Management’s Moderna MRNA Stock Holding History

Evermay 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
2024
Q1 		– Sell
-4
Closed -$398 – 691
2023
Q4 		$398 Buy
+4
New +$336 ﹤0.01% 586
2022
Q1 		– Sell
-30
Closed -$8K – 559
2021
Q4 		$8K Buy
+30
New +$8.77K ﹤0.01% 420
2021
Q3 		– Sell
-120
Closed -$28K – 503
2021
Q2 		$28K Buy
+120
New +$21.4K 0.01% 333

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Evermay Wealth Management's MRNA Position: Q1 2024 in Review

Evermay Wealth Management sold out of Moderna (MRNA) in Q1 2024, closing a stake of 4 shares — an estimated $398 sold.

Evermay Wealth Management first reported a position in MRNA in Q2 2021 and held it in 3 quarters. The position peaked at $28K in Q2 2021. 902 funds tracked by Wall St. Rank hold MRNA as of Q1 2024.

  • Evermay Wealth Management reported no remaining Moderna position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 4 Moderna shares in Q1 2024, an estimated $398.
  • Evermay Wealth Management first reported a position in Moderna in Q2 2021 and held it in 3 quarters.
  • Evermay Wealth Management's Moderna position peaked at $28K in Q2 2021.
  • 902 funds tracked by Wall St. Rank held Moderna as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.