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Independent Financial Group’s Moderna MRNA Stock Holding History

Independent Financial Group’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
Q3 		– Sell
-7,404
Closed -$879K – 1171
2024
Q2 		$879K Buy
7,404
+1,427
+24% +$181K 0.04% 437
2024
Q1 		$637K Sell
5,977
-4,365
-42% -$440K 0.03% 505
2023
Q4 		$1.03M Sell
10,342
-882
-8% -$74.2K 0.06% 357
2023
Q3 		$1.16M Buy
11,224
+2,592
+30% +$289K 0.08% 283
2023
Q2 		$1.05M Buy
8,632
+78
+0.9% +$10.4K 0.07% 301
2023
Q1 		$1.31M Sell
8,554
-3,568
-29% -$589K 0.11% 220
2022
Q4 		$2.18M Buy
12,122
+1,185
+11% +$194K 0.19% 106
2022
Q3 		$1.29M Buy
10,937
+2,288
+26% +$347K 0.12% 176
2022
Q2 		$1.24M Buy
8,649
+509
+6% +$72.8K 0.13% 177
2022
Q1 		$1.4M Sell
8,140
-7,495
-48% -$1.26M 0.11% 181
2021
Q4 		$3.97M Sell
15,635
-2,472
-14% -$723K 0.33% 49
2021
Q3 		$6.97M Buy
18,107
+3,741
+26% +$1.38M 0.71% 16
2021
Q2 		$3.38M Buy
14,366
+8,053
+128% +$1.44M 0.36% 54
2021
Q1 		$827K Buy
6,313
+931
+17% +$135K 0.11% 213
2020
Q4 		$562K Buy
+5,382
New +$544K 0.08% 279
2020
Q2 		– Sell
-7,395
Closed -$221K – 497
2020
Q1 		$221K Buy
+7,395
New +$170K 0.07% 315

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Independent Financial Group's MRNA Position: Q3 2024 in Review

Independent Financial Group sold out of Moderna (MRNA) in Q3 2024, closing a stake of 7,404 shares — an estimated $879K sold.

Independent Financial Group first reported a position in MRNA in Q1 2020 and held it in 16 quarters. The position peaked at $6.97M in Q3 2021. 788 funds tracked by Wall St. Rank hold MRNA as of Q3 2024.

  • Independent Financial Group reported no remaining Moderna position as of Q3 2024 after selling out during the quarter.
  • Independent Financial Group sold 7,404 Moderna shares in Q3 2024, an estimated $879K.
  • Independent Financial Group first reported a position in Moderna in Q1 2020 and held it in 16 quarters.
  • Independent Financial Group's Moderna position peaked at $6.97M in Q3 2021.
  • 788 funds tracked by Wall St. Rank held Moderna as of Q3 2024.

Based on Independent Financial Group's 13F filing for Q3 2024, filed 12 Jun 2026.