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ICA Group Wealth Management’s Moderna MRNA Stock Holding History

ICA Group Wealth Management’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
Q2 		– Sell
-70
Closed -$7.46K – 1104
2024
Q1 		$7.46K Hold
70
– – ﹤0.01% 957
2023
Q4 		$6.96K Buy
+70
New +$5.89K ﹤0.01% 943
2023
Q3 		– Sell
-122
Closed -$14.8K – 818
2023
Q2 		$14.8K Hold
122
– – ﹤0.01% 768
2023
Q1 		$18.7K Sell
122
-30
-20% -$4.95K ﹤0.01% 681
2022
Q4 		$27.3K Buy
+152
New +$24.9K 0.01% 632
2022
Q3 		– Sell
-1,434
Closed -$210K – 381
2022
Q2 		$210K Buy
+1,434
New +$205K 0.04% 358

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ICA Group Wealth Management's MRNA Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Moderna (MRNA) in Q2 2024, closing a stake of 70 shares — an estimated $7.46K sold.

ICA Group Wealth Management first reported a position in MRNA in Q2 2022 and held it in 6 quarters. The position peaked at $210K in Q2 2022. 954 funds tracked by Wall St. Rank hold MRNA as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Moderna position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 70 Moderna shares in Q2 2024, an estimated $7.46K.
  • ICA Group Wealth Management first reported a position in Moderna in Q2 2022 and held it in 6 quarters.
  • ICA Group Wealth Management's Moderna position peaked at $210K in Q2 2022.
  • 954 funds tracked by Wall St. Rank held Moderna as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.