Halbert Hargrove Global Advisors’s Moderna MRNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-853
Closed -$217K 175
2021
Q4
$217K Sell
853
-10
-1% -$2.92K 0.01% 150
2021
Q3
$332K Buy
+863
New +$318K 0.02% 93

Other funds holding MRNA

Halbert Hargrove Global Advisors's MRNA Position: Q1 2022 in Review

Halbert Hargrove Global Advisors sold out of Moderna (MRNA) in Q1 2022, closing a stake of 853 shares — an estimated $217K sold.

Halbert Hargrove Global Advisors first reported a position in MRNA in Q3 2021 and held it in 2 quarters. The position peaked at $332K in Q3 2021. 1,006 funds tracked by Wall St. Rank hold MRNA as of Q1 2022.

  • Halbert Hargrove Global Advisors reported no remaining Moderna position as of Q1 2022 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 853 Moderna shares in Q1 2022, an estimated $217K.
  • Halbert Hargrove Global Advisors first reported a position in Moderna in Q3 2021 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's Moderna position peaked at $332K in Q3 2021.
  • 1,006 funds tracked by Wall St. Rank held Moderna as of Q1 2022.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2022, filed 13 May 2022.