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Kaizen Financial Strategies’s Moderna MRNA Stock Holding History

Kaizen Financial Strategies’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
Q2 		– Sell
-1,809
Closed -$278K – 117
2023
Q1 		$278K Sell
1,809
-100
-5% -$16.5K 0.27% 63
2022
Q4 		$367K Sell
1,909
-600
-24% -$98.1K 0.36% 65
2022
Q3 		$297K Buy
+2,509
New +$381K 0.3% 75

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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kaizen Financial Strategies's MRNA Position: Q2 2023 in Review

Kaizen Financial Strategies sold out of Moderna (MRNA) in Q2 2023, closing a stake of 1,809 shares — an estimated $278K sold.

Kaizen Financial Strategies first reported a position in MRNA in Q3 2022 and held it in 3 quarters. The position peaked at $367K in Q4 2022. 965 funds tracked by Wall St. Rank hold MRNA as of Q2 2023.

  • Kaizen Financial Strategies reported no remaining Moderna position as of Q2 2023 after selling out during the quarter.
  • Kaizen Financial Strategies sold 1,809 Moderna shares in Q2 2023, an estimated $278K.
  • Kaizen Financial Strategies first reported a position in Moderna in Q3 2022 and held it in 3 quarters.
  • Kaizen Financial Strategies's Moderna position peaked at $367K in Q4 2022.
  • 965 funds tracked by Wall St. Rank held Moderna as of Q2 2023.

Based on Kaizen Financial Strategies's 13F filing for Q2 2023, filed 8 Aug 2023.