FWM
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FSA Wealth Management’s Moderna MRNA Stock Holding History

FSA Wealth 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
2021
Q1 		– Sell
-725
Closed -$76K – 169
2020
Q4 		$76K Buy
+725
New +$73.3K 0.04% 97
2020
Q3 		– Sell
-700
Closed -$45K – 236
2020
Q2 		$45K Hold
700
– – 0.03% 127
2020
Q1 		$21K Buy
+700
New +$16.1K 0.02% 177

Other funds holding MRNA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

FSA Wealth Management's MRNA Position: Q1 2021 in Review

FSA Wealth Management sold out of Moderna (MRNA) in Q1 2021, closing a stake of 725 shares — an estimated $76K sold.

FSA Wealth Management first reported a position in MRNA in Q1 2020 and held it in 3 quarters. The position peaked at $76K in Q4 2020. 776 funds tracked by Wall St. Rank hold MRNA as of Q1 2021.

  • FSA Wealth Management reported no remaining Moderna position as of Q1 2021 after selling out during the quarter.
  • FSA Wealth Management sold 725 Moderna shares in Q1 2021, an estimated $76K.
  • FSA Wealth Management first reported a position in Moderna in Q1 2020 and held it in 3 quarters.
  • FSA Wealth Management's Moderna position peaked at $76K in Q4 2020.
  • 776 funds tracked by Wall St. Rank held Moderna as of Q1 2021.

Based on FSA Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.