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Financial Advocates Investment Management’s Moderna MRNA Stock Holding History

Financial Advocates Investment 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
2020
Q4 		– Sell
-8,976
Closed -$960K – 735
2020
Q3 		$960K Sell
8,976
-3,367
-27% -$235K 0.08% 259
2020
Q2 		$990K Buy
+12,343
New +$676K 0.09% 248

Other funds holding MRNA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Advocates Investment Management's MRNA Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of Moderna (MRNA) in Q1 2023, closing a stake of 1,130 shares — an estimated $203K sold.

Financial Advocates Investment Management first reported a position in MRNA in Q1 2020 and held it in 7 quarters. The position peaked at $2.9M in Q3 2021. 1,017 funds tracked by Wall St. Rank hold MRNA as of Q1 2023.

  • Financial Advocates Investment Management reported no remaining Moderna position as of Q1 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,130 Moderna shares in Q1 2023, an estimated $203K.
  • Financial Advocates Investment Management first reported a position in Moderna in Q1 2020 and held it in 7 quarters.
  • Financial Advocates Investment Management's Moderna position peaked at $2.9M in Q3 2021.
  • 1,017 funds tracked by Wall St. Rank held Moderna as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.