KCM Investment Advisors’s Moderna MRNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,645
Closed -$418K 424
2021
Q4
$418K Buy
1,645
+211
+15% +$61.7K 0.01% 312
2021
Q3
$552K Sell
1,434
-519
-27% -$191K 0.02% 263
2021
Q2
$459K Buy
1,953
+371
+23% +$66.3K 0.02% 276
2021
Q1
$207K Buy
+1,582
New +$229K 0.01% 360

Other funds holding MRNA

KCM Investment Advisors's MRNA Position: Q1 2022 in Review

KCM Investment Advisors sold out of Moderna (MRNA) in Q1 2022, closing a stake of 1,645 shares — an estimated $418K sold.

KCM Investment Advisors first reported a position in MRNA in Q1 2021 and held it in 4 quarters. The position peaked at $552K in Q3 2021. 1,006 funds tracked by Wall St. Rank hold MRNA as of Q1 2022.

  • KCM Investment Advisors reported no remaining Moderna position as of Q1 2022 after selling out during the quarter.
  • KCM Investment Advisors sold 1,645 Moderna shares in Q1 2022, an estimated $418K.
  • KCM Investment Advisors first reported a position in Moderna in Q1 2021 and held it in 4 quarters.
  • KCM Investment Advisors's Moderna position peaked at $552K in Q3 2021.
  • 1,006 funds tracked by Wall St. Rank held Moderna as of Q1 2022.

Based on KCM Investment Advisors's 13F filing for Q1 2022, filed 13 May 2022.