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Institutional & Family Asset Management’s Moderna MRNA Stock Holding History

Institutional & Family Asset 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
2023
Q3 		– Sell
-1
Closed -$122 – 745
2023
Q2 		$122 Buy
+1
New +$133 ﹤0.01% 743
2021
Q4 		– Sell
-41
Closed -$16K – 876
2021
Q3 		$16K Sell
41
-9
-18% -$3.32K ﹤0.01% 480
2021
Q2 		$12K Hold
50
– – ﹤0.01% 563
2021
Q1 		$7K Hold
50
– – ﹤0.01% 627
2020
Q4 		$5K Hold
50
– – ﹤0.01% 647
2020
Q3 		$4K Buy
+50
New +$3.49K ﹤0.01% 620

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Institutional & Family Asset Management's MRNA Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of Moderna (MRNA) in Q3 2023, closing a stake of 1 share — an estimated $122 sold.

Institutional & Family Asset Management first reported a position in MRNA in Q3 2020 and held it in 6 quarters. The position peaked at $16K in Q3 2021. 890 funds tracked by Wall St. Rank hold MRNA as of Q3 2023.

  • Institutional & Family Asset Management reported no remaining Moderna position as of Q3 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 1 Moderna share in Q3 2023, an estimated $122.
  • Institutional & Family Asset Management first reported a position in Moderna in Q3 2020 and held it in 6 quarters.
  • Institutional & Family Asset Management's Moderna position peaked at $16K in Q3 2021.
  • 890 funds tracked by Wall St. Rank held Moderna as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.