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Householder Group Estate & Retirement Specialist’s Moderna MRNA Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$2K Sell
50
-824
-94% -$39.4K ﹤0.01% 484
2024
Q3 		$58K Buy
874
+100
+13% +$9.18K 0.02% 458
2024
Q2 		$91K Sell
774
-213
-22% -$27K 0.03% 372
2024
Q1 		$105K Hold
987
– – 0.03% 336
2023
Q4 		$98K Buy
987
+200
+25% +$16.8K 0.03% 341
2023
Q3 		$81.3K Buy
+787
New +$87.8K 0.03% 359
2023
Q1 		$119K Buy
777
+397
+104% +$65.5K 0.05% 267
2022
Q4 		$68K Hold
380
– – 0.1% 100
2022
Q3 		$44K Buy
+380
New +$57.7K 0.02% 423

Other funds holding MRNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's MRNA Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Moderna (MRNA) stake by 94% in Q4 2024, selling an estimated $39.4K and leaving 50 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Householder Group Estate & Retirement Specialist first reported a position in MRNA in Q3 2022 and has held it in 9 quarters since. The position peaked at $119K in Q1 2023. 746 funds tracked by Wall St. Rank hold MRNA as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 50 shares of Moderna worth $2K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 824 Moderna shares in Q4 2024, an estimated $39.4K.
  • Moderna made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #484 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Moderna in Q3 2022 and has held it in 9 quarters since.
  • Householder Group Estate & Retirement Specialist's Moderna position peaked at $119K in Q1 2023.
  • 746 funds tracked by Wall St. Rank held Moderna as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.