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Gerber Kawasaki Wealth & Investment Management’s Moderna MRNA Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2024
Q3 		– Sell
-2,839
Closed -$337K – 297
2024
Q2 		$337K Sell
2,839
-392
-12% -$49.6K 0.02% 208
2024
Q1 		$344K Buy
3,231
+102
+3% +$10.3K 0.02% 208
2023
Q4 		$311K Buy
3,129
+4
+0.1% +$336 0.02% 203
2023
Q3 		$323K Buy
3,125
+1,346
+76% +$150K 0.02% 191
2023
Q2 		$216K Sell
1,779
-3,892
-69% -$519K 0.01% 236
2023
Q1 		$871K Sell
5,671
-2,955
-34% -$487K 0.07% 138
2022
Q4 		$1.55M Sell
8,626
-1,680
-16% -$275K 0.14% 96
2022
Q3 		$1.28M Sell
10,306
-1,195
-10% -$181K 0.12% 99
2022
Q2 		$1.64M Buy
11,501
+598
+5% +$85.5K 0.16% 94
2022
Q1 		$1.89M Buy
10,903
+1,541
+16% +$259K 0.15% 82
2021
Q4 		$2.33M Buy
9,362
+9,176
+4,933% +$2.68M 0.19% 80
2021
Q3 		$186K Sell
186
-7,400
-98% -$2.73M 0.02% 186
2021
Q2 		$1.78M Sell
7,586
-224
-3% -$40K 0.18% 81
2021
Q1 		$1.02M Buy
7,810
+390
+5% +$56.5K 0.12% 96
2020
Q4 		$775K Buy
7,420
+65
+0.9% +$6.58K 0.11% 87
2020
Q3 		$520K Sell
7,355
-264
-3% -$18.4K 0.11% 77
2020
Q2 		$489K Sell
7,619
-3,525
-32% -$193K 0.11% 89
2020
Q1 		$333K Buy
+11,144
New +$256K 0.09% 93

Other funds holding MRNA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's MRNA Position: Q3 2024 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Moderna (MRNA) in Q3 2024, closing a stake of 2,839 shares — an estimated $337K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in MRNA in Q1 2020 and held it in 18 quarters. The position peaked at $2.33M in Q4 2021. 789 funds tracked by Wall St. Rank hold MRNA as of Q3 2024.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Moderna position as of Q3 2024 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 2,839 Moderna shares in Q3 2024, an estimated $337K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Moderna in Q1 2020 and held it in 18 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Moderna position peaked at $2.33M in Q4 2021.
  • 789 funds tracked by Wall St. Rank held Moderna as of Q3 2024.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.