KPCM
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Kings Point Capital Management’s Moderna MRNA Stock Holding History

Kings Point Capital 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
Q1 		– Sell
-214
Closed -$22K – 549
2020
Q4 		$22K Buy
214
+14
+7% +$1.42K ﹤0.01% 408
2020
Q3 		$14K Buy
+200
New +$13.9K ﹤0.01% 445

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
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Kings Point Capital Management's MRNA Position: Q1 2021 in Review

Kings Point Capital Management sold out of Moderna (MRNA) in Q1 2021, closing a stake of 214 shares — an estimated $22K sold.

Kings Point Capital Management first reported a position in MRNA in Q3 2020 and held it in 2 quarters. The position peaked at $22K in Q4 2020. 776 funds tracked by Wall St. Rank hold MRNA as of Q1 2021.

  • Kings Point Capital Management reported no remaining Moderna position as of Q1 2021 after selling out during the quarter.
  • Kings Point Capital Management sold 214 Moderna shares in Q1 2021, an estimated $22K.
  • Kings Point Capital Management first reported a position in Moderna in Q3 2020 and held it in 2 quarters.
  • Kings Point Capital Management's Moderna position peaked at $22K in Q4 2020.
  • 776 funds tracked by Wall St. Rank held Moderna as of Q1 2021.

Based on Kings Point Capital Management's 13F filing for Q1 2021, filed 14 May 2021.