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Key Client Fiduciary Advisors’s Moderna MRNA Stock Holding History

Key Client Fiduciary 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
2023
Q3 		– Sell
-1,675
Closed -$204K – 178
2023
Q2 		$204K Hold
1,675
– – 0.12% 166
2023
Q1 		$257K Buy
1,675
+100
+6% +$16.5K 0.16% 136
2022
Q4 		$283K Buy
+1,575
New +$258K 0.19% 119

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Key Client Fiduciary Advisors's MRNA Position: Q3 2023 in Review

Key Client Fiduciary Advisors sold out of Moderna (MRNA) in Q3 2023, closing a stake of 1,675 shares — an estimated $204K sold.

Key Client Fiduciary Advisors first reported a position in MRNA in Q4 2022 and held it in 3 quarters. The position peaked at $283K in Q4 2022. 889 funds tracked by Wall St. Rank hold MRNA as of Q3 2023.

  • Key Client Fiduciary Advisors reported no remaining Moderna position as of Q3 2023 after selling out during the quarter.
  • Key Client Fiduciary Advisors sold 1,675 Moderna shares in Q3 2023, an estimated $204K.
  • Key Client Fiduciary Advisors first reported a position in Moderna in Q4 2022 and held it in 3 quarters.
  • Key Client Fiduciary Advisors's Moderna position peaked at $283K in Q4 2022.
  • 889 funds tracked by Wall St. Rank held Moderna as of Q3 2023.

Based on Key Client Fiduciary Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.