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First Personal Financial Services’s Moderna MRNA Stock Holding History

First Personal 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
Q1 		– Sell
-8
Closed -$1.44K – 421
2022
Q4 		$1.44K Sell
8
-5
-38% -$818 ﹤0.01% 379
2022
Q3 		$2K Hold
13
– – ﹤0.01% 410
2022
Q2 		$2K Hold
13
– – ﹤0.01% 319
2022
Q1 		$2K Hold
13
– – ﹤0.01% 323
2021
Q4 		$3K Buy
+13
New +$3.8K ﹤0.01% 322

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 Personal Financial Services's MRNA Position: Q1 2023 in Review

First Personal Financial Services sold out of Moderna (MRNA) in Q1 2023, closing a stake of 8 shares — an estimated $1.44K sold.

First Personal Financial Services first reported a position in MRNA in Q4 2021 and held it in 5 quarters. The position peaked at $3K in Q4 2021. 1,015 funds tracked by Wall St. Rank hold MRNA as of Q1 2023.

  • First Personal Financial Services reported no remaining Moderna position as of Q1 2023 after selling out during the quarter.
  • First Personal Financial Services sold 8 Moderna shares in Q1 2023, an estimated $1.44K.
  • First Personal Financial Services first reported a position in Moderna in Q4 2021 and held it in 5 quarters.
  • First Personal Financial Services's Moderna position peaked at $3K in Q4 2021.
  • 1,015 funds tracked by Wall St. Rank held Moderna as of Q1 2023.

Based on First Personal Financial Services's 13F filing for Q1 2023, filed 24 Apr 2023.