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First Business Financial Services’s Moderna MRNA Stock Holding History

First Business Financial Services’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
Q2 		– Sell
-1,341
Closed -$206K – 173
2023
Q1 		$206K Hold
1,341
– – 0.03% 164
2022
Q4 		$241K Buy
+1,341
New +$219K 0.03% 147
2022
Q2 		– Sell
-1,341
Closed -$231K – 178
2022
Q1 		$231K Hold
1,341
– – 0.03% 152
2021
Q4 		$341K Buy
1,341
+341
+34% +$99.7K 0.04% 127
2021
Q3 		$385K Buy
+1,000
New +$369K 0.04% 117

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
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 $1.61T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Business Financial Services's MRNA Position: Q2 2023 in Review

First Business Financial Services sold out of Moderna (MRNA) in Q2 2023, closing a stake of 1,341 shares — an estimated $206K sold.

First Business Financial Services first reported a position in MRNA in Q3 2021 and held it in 5 quarters. The position peaked at $385K in Q3 2021. 965 funds tracked by Wall St. Rank hold MRNA as of Q2 2023.

  • First Business Financial Services reported no remaining Moderna position as of Q2 2023 after selling out during the quarter.
  • First Business Financial Services sold 1,341 Moderna shares in Q2 2023, an estimated $206K.
  • First Business Financial Services first reported a position in Moderna in Q3 2021 and held it in 5 quarters.
  • First Business Financial Services's Moderna position peaked at $385K in Q3 2021.
  • 965 funds tracked by Wall St. Rank held Moderna as of Q2 2023.

Based on First Business Financial Services's 13F filing for Q2 2023, filed 7 Aug 2023.