LBWM
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Left Brain Wealth Management’s Moderna MRNA Stock Holding History

Left Brain 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
2024
Q4 		– Sell
-3,628
Closed -$242K – 101
2024
Q3 		$242K Sell
3,628
-260
-7% -$23.9K 0.11% 68
2024
Q2 		$462K Buy
3,888
+411
+12% +$52K 0.22% 61
2024
Q1 		$371K Buy
3,477
+76
+2% +$7.66K 0.18% 62
2023
Q4 		$338K Sell
3,401
-144
-4% -$12.1K 0.2% 67
2023
Q3 		$366K Sell
3,545
-174
-5% -$19.4K 0.23% 67
2023
Q2 		$452K Sell
3,719
-542
-13% -$72.3K 0.28% 64
2023
Q1 		$566K Buy
+4,261
New +$703K 0.39% 55

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

Left Brain Wealth Management's MRNA Position: Q4 2024 in Review

Left Brain Wealth Management sold out of Moderna (MRNA) in Q4 2024, closing a stake of 3,628 shares — an estimated $242K sold.

Left Brain Wealth Management first reported a position in MRNA in Q1 2023 and held it in 7 quarters. The position peaked at $566K in Q1 2023. 745 funds tracked by Wall St. Rank hold MRNA as of Q4 2024.

  • Left Brain Wealth Management reported no remaining Moderna position as of Q4 2024 after selling out during the quarter.
  • Left Brain Wealth Management sold 3,628 Moderna shares in Q4 2024, an estimated $242K.
  • Left Brain Wealth Management first reported a position in Moderna in Q1 2023 and held it in 7 quarters.
  • Left Brain Wealth Management's Moderna position peaked at $566K in Q1 2023.
  • 745 funds tracked by Wall St. Rank held Moderna as of Q4 2024.

Based on Left Brain Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.