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Laurel Wealth Advisors (North Carolina)’s Moderna MRNA Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-200
Closed -$13.4K – 755
2024
Q3 		$13.4K Hold
200
– – ﹤0.01% 439
2024
Q2 		$23.8K Hold
200
– – ﹤0.01% 363
2024
Q1 		$21.3K Hold
200
– – ﹤0.01% 374
2023
Q4 		$19.9K Hold
200
– – ﹤0.01% 356
2023
Q3 		$20.7K Hold
200
– – ﹤0.01% 359
2023
Q2 		$24.3K Sell
200
-200
-50% -$26.7K ﹤0.01% 350
2023
Q1 		$61.4K Buy
400
+200
+100% +$33K 0.01% 263
2022
Q4 		$35.9K Hold
200
– – 0.01% 287
2022
Q3 		$24K Hold
200
– – 0.01% 319
2022
Q2 		$29K Hold
200
– – 0.01% 305
2022
Q1 		$34K Hold
200
– – 0.01% 299
2021
Q4 		$51K Hold
200
– – 0.01% 268
2021
Q3 		$77K Hold
200
– – 0.02% 236
2021
Q2 		$47K Hold
200
– – 0.01% 284
2021
Q1 		$26K Hold
200
– – 0.01% 328
2020
Q4 		$21K Hold
200
– – 0.01% 340
2020
Q3 		$14K Hold
200
– – ﹤0.01% 354
2020
Q2 		$13K Buy
+200
New +$11K ﹤0.01% 353

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

Laurel Wealth Advisors (North Carolina)'s MRNA Position: Q4 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of Moderna (MRNA) in Q4 2024, closing a stake of 200 shares — an estimated $13.4K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in MRNA in Q2 2020 and held it in 18 quarters. The position peaked at $77K in Q3 2021. 745 funds tracked by Wall St. Rank hold MRNA as of Q4 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Moderna position as of Q4 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 200 Moderna shares in Q4 2024, an estimated $13.4K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Moderna in Q2 2020 and held it in 18 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Moderna position peaked at $77K in Q3 2021.
  • 745 funds tracked by Wall St. Rank held Moderna as of Q4 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2024, filed 14 Jan 2025.