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Financial Synergies Wealth Advisors’s Moderna MRNA Stock Holding History

Financial Synergies 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
2024
Q2 		– Sell
-234
Closed -$24.9K – 301
2024
Q1 		$24.9K Sell
234
-266
-53% -$26.8K ﹤0.01% 174
2023
Q4 		$89.8K Buy
500
+216
+76% +$18.2K 0.01% 81
2023
Q3 		$29.3K Sell
284
-216
-43% -$24.1K ﹤0.01% 147
2023
Q2 		$60.8K Hold
500
– – 0.01% 100
2023
Q1 		$76.8K Hold
500
– – 0.01% 94
2022
Q4 		$89.8K Sell
500
-464
-48% -$75.9K 0.01% 81
2022
Q3 		$114K Sell
964
-765
-44% -$116K 0.02% 79
2022
Q2 		$247K Buy
+1,729
New +$247K 0.04% 61

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Synergies Wealth Advisors's MRNA Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Moderna (MRNA) in Q2 2024, closing a stake of 234 shares — an estimated $24.9K sold.

Financial Synergies Wealth Advisors first reported a position in MRNA in Q2 2022 and held it in 8 quarters. The position peaked at $247K in Q2 2022. 955 funds tracked by Wall St. Rank hold MRNA as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Moderna position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 234 Moderna shares in Q2 2024, an estimated $24.9K.
  • Financial Synergies Wealth Advisors first reported a position in Moderna in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Moderna position peaked at $247K in Q2 2022.
  • 955 funds tracked by Wall St. Rank held Moderna as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.