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Lenox Wealth Advisors’s Moderna MRNA Stock Holding History

Lenox 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
2022
Q1 		$8K Buy
50
+41
+456% +$6.9K ﹤0.01% 519
2021
Q4 		$2K Buy
9
+5
+125% +$1.46K ﹤0.01% 738
2021
Q3 		$2K Buy
+4
New +$1.48K ﹤0.01% 637
2020
Q3 		– Sell
-46
Closed -$3K – 625
2020
Q2 		$3K Buy
+46
New +$2.52K ﹤0.01% 490

Other funds holding MRNA

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lenox Wealth Advisors's MRNA Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Moderna (MRNA) stake by 456% in Q1 2022, buying an estimated $6.9K and bringing the position to 50 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Lenox Wealth Advisors first reported a position in MRNA in Q2 2020 and has held it in 4 quarters since. 1,007 funds tracked by Wall St. Rank hold MRNA as of Q1 2022.

  • Lenox Wealth Advisors held 50 shares of Moderna worth $8K as of Q1 2022.
  • Lenox Wealth Advisors bought 41 Moderna shares in Q1 2022, an estimated $6.9K.
  • Moderna made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #519 holding.
  • Lenox Wealth Advisors first reported a position in Moderna in Q2 2020 and has held it in 4 quarters since.
  • 1,007 funds tracked by Wall St. Rank held Moderna as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.