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Kingswood Wealth Advisors’s Moderna MRNA Stock Holding History

Kingswood Wealth 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
2024
Q4 		– Sell
-3,813
Closed -$255K – 868
2024
Q3 		$255K Sell
3,813
-2,883
-43% -$265K 0.02% 615
2024
Q2 		$795K Buy
6,696
+747
+13% +$94.5K 0.07% 282
2024
Q1 		$634K Sell
5,949
-577
-9% -$58.2K 0.07% 288
2023
Q4 		$649K Buy
6,526
+1,906
+41% +$160K 0.07% 285
2023
Q3 		$477K Buy
4,620
+2,326
+101% +$259K 0.08% 255
2023
Q2 		$279K Buy
+2,294
New +$306K 0.09% 206

Other funds holding MRNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return

Kingswood Wealth Advisors's MRNA Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Moderna (MRNA) in Q4 2024, closing a stake of 3,813 shares — an estimated $255K sold.

Kingswood Wealth Advisors first reported a position in MRNA in Q2 2023 and held it in 6 quarters. The position peaked at $795K in Q2 2024. 745 funds tracked by Wall St. Rank hold MRNA as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining Moderna position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 3,813 Moderna shares in Q4 2024, an estimated $255K.
  • Kingswood Wealth Advisors first reported a position in Moderna in Q2 2023 and held it in 6 quarters.
  • Kingswood Wealth Advisors's Moderna position peaked at $795K in Q2 2024.
  • 745 funds tracked by Wall St. Rank held Moderna as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.