Financial Advisors Network’s Moderna MRNA Stock Holding History

Financial Advisors Network’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 Q4	$407K	Buy	4,094 +1,863	+84%	+$157K	0.08%	106
2023 Q3	$230K	Buy	+2,231	New	+$249K	0.05%	142
2022 Q4	$2.73M	Buy	15,195 +175	+1%	+$28.6K	0.72%	31
2022 Q3	$1.78M	Sell	15,020 -277	-2%	-$42K	0.52%	38
2022 Q2	$2.19M	Buy	15,297 +618	+4%	+$88.3K	0.61%	34
2022 Q1	$2.53M	Buy	14,679 +13,754	+1,487%	+$2.32M	0.62%	34
2021 Q4	$235K	Hold	925	–	–	0.05%	130
2021 Q3	$214K	Sell	925 -403	-30%	-$149K	0.05%	139
2021 Q2	$312K	Buy	+1,328	New	+$237K	0.09%	102

Other funds holding MRNA

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

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Financial Advisors Network's MRNA Position: Q4 2023 in Review

Financial Advisors Network increased its Moderna (MRNA) stake by 84% in Q4 2023, buying an estimated $157K and bringing the position to 4,094 shares worth $407K. The position accounts for 0.08% of the portfolio, ranked #106.

Financial Advisors Network first reported a position in MRNA in Q2 2021 and has held it in 9 quarters since. The position peaked at $2.73M in Q4 2022. 884 funds tracked by Wall St. Rank hold MRNA as of Q4 2023.

Financial Advisors Network held 4,094 shares of Moderna worth $407K as of Q4 2023.
Financial Advisors Network bought 1,863 Moderna shares in Q4 2023, an estimated $157K.
Moderna made up 0.08% of Financial Advisors Network's portfolio in Q4 2023, its #106 holding.
Financial Advisors Network first reported a position in Moderna in Q2 2021 and has held it in 9 quarters since.
Financial Advisors Network's Moderna position peaked at $2.73M in Q4 2022.
884 funds tracked by Wall St. Rank held Moderna as of Q4 2023.

Based on Financial Advisors Network's 13F filing for Q4 2023, filed 9 Feb 2024.