JWM
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Janiczek Wealth Management’s Moderna MRNA Stock Holding History

Janiczek 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 		$2.26K Hold
19
– – ﹤0.01% 845
2024
Q1 		$2.02K Sell
19
-100
-84% -$10.1K ﹤0.01% 862
2023
Q4 		$11.8K Sell
119
-3
-2% -$252 ﹤0.01% 640
2023
Q3 		$12.6K Buy
122
+81
+198% +$9.04K ﹤0.01% 597
2023
Q2 		$4.98K Sell
41
-10
-20% -$1.33K ﹤0.01% 654
2023
Q1 		$8.01K Sell
51
-29
-36% -$4.78K ﹤0.01% 609
2022
Q4 		$15K Buy
80
+13
+19% +$2.13K ﹤0.01% 494
2022
Q3 		$8K Sell
67
-45
-40% -$6.83K ﹤0.01% 583
2022
Q2 		$18K Sell
112
-20
-15% -$2.86K 0.01% 488
2022
Q1 		$23K Sell
132
-126
-49% -$21.2K 0.01% 425
2021
Q4 		$66K Buy
258
+41
+19% +$12K 0.02% 263
2021
Q3 		$84K Buy
217
+88
+68% +$32.5K 0.03% 196
2021
Q2 		$30K Buy
129
+23
+22% +$4.11K 0.01% 352
2021
Q1 		$14K Buy
106
+15
+16% +$2.17K 0.01% 466
2020
Q4 		$10K Buy
91
+77
+550% +$7.79K ﹤0.01% 479
2020
Q3 		$1K Buy
+14
New +$976 ﹤0.01% 592

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

Janiczek Wealth Management's MRNA Position: Q2 2024 in Review

Janiczek Wealth Management held its Moderna (MRNA) position steady in Q2 2024 at 19 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

Janiczek Wealth Management first reported a position in MRNA in Q3 2020 and has held it in 16 quarters since. The position peaked at $84K in Q3 2021. 954 funds tracked by Wall St. Rank hold MRNA as of Q2 2024.

  • Janiczek Wealth Management held 19 shares of Moderna worth $2.26K as of Q2 2024.
  • Janiczek Wealth Management left its Moderna share count unchanged in Q2 2024.
  • Moderna made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #845 holding.
  • Janiczek Wealth Management first reported a position in Moderna in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Moderna position peaked at $84K in Q3 2021.
  • 954 funds tracked by Wall St. Rank held Moderna as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.