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Ladenburg Thalmann Financial Services’s Moderna MRNA Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$31K Buy
1,562
+802
+106% +$14.2K ﹤0.01% 3859
2019
Q3 		$12K Buy
760
+300
+65% +$4.43K ﹤0.01% 4307
2019
Q2 		$6K Hold
460
– – ﹤0.01% 4645
2019
Q1 		$9K Buy
460
+200
+77% +$3.71K ﹤0.01% 4427
2018
Q4 		$4K Buy
+260
New +$4.27K ﹤0.01% 4680

Other funds holding MRNA

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
RWA
Ropes Wealth Advisors Boston, Massachusetts $515M AUM 21.76% 1-Year Est. Return

Ladenburg Thalmann Financial Services's MRNA Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Moderna (MRNA) stake by 106% in Q4 2019, buying an estimated $14.2K and bringing the position to 1,562 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #3859.

Ladenburg Thalmann Financial Services first reported a position in MRNA in Q4 2018 and has held it in 5 quarters since. 159 funds tracked by Wall St. Rank hold MRNA as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,562 shares of Moderna worth $31K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 802 Moderna shares in Q4 2019, an estimated $14.2K.
  • Moderna made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3859 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Moderna in Q4 2018 and has held it in 5 quarters since.
  • 159 funds tracked by Wall St. Rank held Moderna as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.