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IPG Investment Advisors’s Moderna MRNA Stock Holding History

IPG Investment Advisors’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
-4,112
Closed -$438K – 193
2024
Q1 		$438K Buy
+4,112
New +$414K 0.1% 104
2022
Q1 		– Sell
-890
Closed -$227K – 205
2021
Q4 		$227K Sell
890
-149
-14% -$43.6K 0.04% 173
2021
Q3 		$400K Buy
+1,039
New +$383K 0.13% 73

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

IPG Investment Advisors's MRNA Position: Q2 2024 in Review

IPG Investment Advisors sold out of Moderna (MRNA) in Q2 2024, closing a stake of 4,112 shares — an estimated $438K sold.

IPG Investment Advisors first reported a position in MRNA in Q3 2021 and held it in 3 quarters. The position peaked at $438K in Q1 2024. 954 funds tracked by Wall St. Rank hold MRNA as of Q2 2024.

  • IPG Investment Advisors reported no remaining Moderna position as of Q2 2024 after selling out during the quarter.
  • IPG Investment Advisors sold 4,112 Moderna shares in Q2 2024, an estimated $438K.
  • IPG Investment Advisors first reported a position in Moderna in Q3 2021 and held it in 3 quarters.
  • IPG Investment Advisors's Moderna position peaked at $438K in Q1 2024.
  • 954 funds tracked by Wall St. Rank held Moderna as of Q2 2024.

Based on IPG Investment Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.