KMWM
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Keudell/Morrison Wealth Management’s Moderna MRNA Stock Holding History

Keudell/Morrison 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
2021
Q4 		– Sell
-650
Closed -$250K – 196
2021
Q3 		$250K Buy
+650
New +$240K 0.11% 151

Other funds holding MRNA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Keudell/Morrison Wealth Management's MRNA Position: Q4 2021 in Review

Keudell/Morrison Wealth Management sold out of Moderna (MRNA) in Q4 2021, closing a stake of 650 shares — an estimated $250K sold.

Keudell/Morrison Wealth Management first reported a position in MRNA in Q3 2021 and held it in 1 quarter. The position peaked at $250K in Q3 2021. 1,109 funds tracked by Wall St. Rank hold MRNA as of Q4 2021.

  • Keudell/Morrison Wealth Management reported no remaining Moderna position as of Q4 2021 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 650 Moderna shares in Q4 2021, an estimated $250K.
  • Keudell/Morrison Wealth Management first reported a position in Moderna in Q3 2021 and held it in 1 quarter.
  • Keudell/Morrison Wealth Management's Moderna position peaked at $250K in Q3 2021.
  • 1,109 funds tracked by Wall St. Rank held Moderna as of Q4 2021.

Based on Keudell/Morrison Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.