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Fortis Group Advisors’s Moderna MRNA Stock Holding History

Fortis Group 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
2020
Q3 		$250K Buy
+3,552
New +$248K 0.05% 167

Other funds holding MRNA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 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
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Fortis Group Advisors's MRNA Position: Q3 2020 in Review

Fortis Group Advisors opened a new position in Moderna (MRNA) in Q3 2020: 3,552 shares worth $250K. The stake represents 0.05% of the portfolio and ranks #167 among its holdings.

547 funds tracked by Wall St. Rank hold MRNA as of Q3 2020.

  • Fortis Group Advisors held 3,552 shares of Moderna worth $250K as of Q3 2020.
  • Moderna was a new Fortis Group Advisors position in Q3 2020.
  • Moderna made up 0.05% of Fortis Group Advisors's portfolio in Q3 2020, its #167 holding.
  • 547 funds tracked by Wall St. Rank held Moderna as of Q3 2020.

Based on Fortis Group Advisors's 13F filing for Q3 2020, filed 17 Nov 2020.