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Gradient Investments’s Moderna MRNA Stock Holding History

Gradient Investments’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
-55
Closed -$6.53K – 921
2024
Q2 		$6.53K Buy
55
+23
+72% +$2.91K ﹤0.01% 812
2024
Q1 		$3.41K Sell
32
-46
-59% -$4.64K ﹤0.01% 777
2023
Q4 		$7.76K Buy
78
+16
+26% +$1.35K ﹤0.01% 885
2023
Q3 		$6.4K Sell
62
-205
-77% -$22.9K ﹤0.01% 895
2023
Q2 		$32.4K Sell
267
-13
-5% -$1.73K ﹤0.01% 594
2023
Q1 		$43K Sell
280
-5
-2% -$825 ﹤0.01% 521
2022
Q4 		$51.2K Buy
285
+225
+375% +$36.8K ﹤0.01% 498
2022
Q3 		$7K Hold
60
– – ﹤0.01% 884
2022
Q2 		$9K Buy
60
+25
+71% +$3.57K ﹤0.01% 792
2022
Q1 		$6K Sell
35
-70
-67% -$11.8K ﹤0.01% 865
2021
Q4 		$27K Buy
105
+100
+2,000% +$29.2K ﹤0.01% 604
2021
Q3 		$2K Buy
+5
New +$1.84K ﹤0.01% 1013
2021
Q1 		– Sell
-100
Closed -$7K – 1234
2020
Q4 		$7K Hold
100
– – ﹤0.01% 758
2020
Q3 		$7K Buy
100
+58
+138% +$4.04K ﹤0.01% 764
2020
Q2 		$3K Buy
+42
New +$2.3K ﹤0.01% 837

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Gradient Investments's MRNA Position: Q3 2024 in Review

Gradient Investments sold out of Moderna (MRNA) in Q3 2024, closing a stake of 55 shares — an estimated $6.53K sold.

Gradient Investments first reported a position in MRNA in Q2 2020 and held it in 15 quarters. The position peaked at $51.2K in Q4 2022. 788 funds tracked by Wall St. Rank hold MRNA as of Q3 2024.

  • Gradient Investments reported no remaining Moderna position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 55 Moderna shares in Q3 2024, an estimated $6.53K.
  • Gradient Investments first reported a position in Moderna in Q2 2020 and held it in 15 quarters.
  • Gradient Investments's Moderna position peaked at $51.2K in Q4 2022.
  • 788 funds tracked by Wall St. Rank held Moderna as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.