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Kingsview Wealth Management’s Moderna MRNA Stock Holding History

Kingsview 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
2022
Q2 		– Sell
-1,350
Closed -$233K – 884
2022
Q1 		$233K Sell
1,350
-859
-39% -$145K 0.01% 777
2021
Q4 		$561K Sell
2,209
-1,141
-34% -$334K 0.02% 544
2021
Q3 		$1.29M Buy
3,350
+927
+38% +$342K 0.06% 310
2021
Q2 		$570K Sell
2,423
-99
-4% -$17.7K 0.03% 525
2021
Q1 		$334K Buy
+2,522
New +$365K 0.02% 606

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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 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

Kingsview Wealth Management's MRNA Position: Q2 2022 in Review

Kingsview Wealth Management sold out of Moderna (MRNA) in Q2 2022, closing a stake of 1,350 shares — an estimated $233K sold.

Kingsview Wealth Management first reported a position in MRNA in Q1 2021 and held it in 5 quarters. The position peaked at $1.29M in Q3 2021. 981 funds tracked by Wall St. Rank hold MRNA as of Q2 2022.

  • Kingsview Wealth Management reported no remaining Moderna position as of Q2 2022 after selling out during the quarter.
  • Kingsview Wealth Management sold 1,350 Moderna shares in Q2 2022, an estimated $233K.
  • Kingsview Wealth Management first reported a position in Moderna in Q1 2021 and held it in 5 quarters.
  • Kingsview Wealth Management's Moderna position peaked at $1.29M in Q3 2021.
  • 981 funds tracked by Wall St. Rank held Moderna as of Q2 2022.

Based on Kingsview Wealth Management's 13F filing for Q2 2022, filed 16 Aug 2022.