HRC
MRNA icon

Hoertkorn Richard Charles’s Moderna MRNA Stock Holding History

Hoertkorn Richard Charles’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
-2,640
Closed -$276K – 82
2020
Q4 		$276K Hold
2,640
– – 0.15% 45
2020
Q3 		$187K Hold
2,640
– – 0.12% 44
2020
Q2 		$169K Buy
+2,640
New +$145K 0.12% 43

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 $16B AUM 29.1% 1-Year Est. Return

Hoertkorn Richard Charles's MRNA Position: Q1 2021 in Review

Hoertkorn Richard Charles sold out of Moderna (MRNA) in Q1 2021, closing a stake of 2,640 shares — an estimated $276K sold.

Hoertkorn Richard Charles first reported a position in MRNA in Q2 2020 and held it in 3 quarters. The position peaked at $276K in Q4 2020. 776 funds tracked by Wall St. Rank hold MRNA as of Q1 2021.

  • Hoertkorn Richard Charles reported no remaining Moderna position as of Q1 2021 after selling out during the quarter.
  • Hoertkorn Richard Charles sold 2,640 Moderna shares in Q1 2021, an estimated $276K.
  • Hoertkorn Richard Charles first reported a position in Moderna in Q2 2020 and held it in 3 quarters.
  • Hoertkorn Richard Charles's Moderna position peaked at $276K in Q4 2020.
  • 776 funds tracked by Wall St. Rank held Moderna as of Q1 2021.

Based on Hoertkorn Richard Charles's 13F filing for Q1 2021, filed 21 Apr 2021.