IAG Wealth Partners’s Moderna MRNA Stock Holding History

IAG Wealth Partners’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 Q2	–	Sell	-75	Closed	-$10K	–	382
2021 Q1	$10K	Hold	75	–	–	﹤0.01%	266
2020 Q4	$8K	Hold	75	–	–	﹤0.01%	266
2020 Q3	$6K	Buy	+75	New	+$5.23K	﹤0.01%	274

Other funds holding MRNA

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

IAG Wealth Partners's MRNA Position: Q2 2021 in Review

IAG Wealth Partners sold out of Moderna (MRNA) in Q2 2021, closing a stake of 75 shares — an estimated $10K sold.

IAG Wealth Partners first reported a position in MRNA in Q3 2020 and held it in 3 quarters. The position peaked at $10K in Q1 2021. 903 funds tracked by Wall St. Rank hold MRNA as of Q2 2021.

IAG Wealth Partners reported no remaining Moderna position as of Q2 2021 after selling out during the quarter.
IAG Wealth Partners sold 75 Moderna shares in Q2 2021, an estimated $10K.
IAG Wealth Partners first reported a position in Moderna in Q3 2020 and held it in 3 quarters.
IAG Wealth Partners's Moderna position peaked at $10K in Q1 2021.
903 funds tracked by Wall St. Rank held Moderna as of Q2 2021.

Based on IAG Wealth Partners's 13F filing for Q2 2021, filed 4 Aug 2021.