EWA
MRNA icon

Evolution Wealth Advisors’s Moderna MRNA Stock Holding History

Evolution 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
2021
Q4 		– Sell
-130
Closed -$50K – 448
2021
Q3 		$50K Sell
130
-15
-10% -$5.53K 0.01% 211
2021
Q2 		$34K Buy
145
+75
+107% +$13.4K 0.01% 242
2021
Q1 		$9K Hold
70
– – ﹤0.01% 429
2020
Q4 		$7K Sell
70
-3,720
-98% -$376K ﹤0.01% 400
2020
Q3 		$268K Sell
3,790
-9,070
-71% -$632K 0.07% 87
2020
Q2 		$826K Buy
+12,860
New +$704K 0.27% 47

Other funds holding MRNA

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evolution Wealth Advisors's MRNA Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Moderna (MRNA) in Q4 2021, closing a stake of 130 shares — an estimated $50K sold.

Evolution Wealth Advisors first reported a position in MRNA in Q2 2020 and held it in 6 quarters. The position peaked at $826K in Q2 2020. 1,109 funds tracked by Wall St. Rank hold MRNA as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Moderna position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 130 Moderna shares in Q4 2021, an estimated $50K.
  • Evolution Wealth Advisors first reported a position in Moderna in Q2 2020 and held it in 6 quarters.
  • Evolution Wealth Advisors's Moderna position peaked at $826K in Q2 2020.
  • 1,109 funds tracked by Wall St. Rank held Moderna as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.