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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
2023
Q1 		– Sell
-200
Closed -$35.9K – 262
2022
Q4 		$35.9K Buy
+200
New +$32.7K ﹤0.01% 250
2020
Q2 		– Sell
-5
Closed -$5K – 144
2020
Q1 		$5K Buy
+5
New +$115 ﹤0.01% 126

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 $1.88T AUM 44.46% 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.