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Liberty Wealth Management’s Moderna MRNA Stock Holding History

Liberty 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
2021
Q4 		– Sell
-128
Closed -$48K – 750
2021
Q3 		$48K Buy
128
+106
+482% +$39.1K 0.02% 435
2021
Q2 		$5K Sell
22
-136
-86% -$24.3K ﹤0.01% 793
2021
Q1 		$24K Hold
158
– – 0.01% 426
2020
Q4 		$24K Buy
158
+4
+3% +$405 0.01% 423
2020
Q3 		$11K Buy
+154
New +$10.7K 0.01% 501

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Liberty Wealth Management's MRNA Position: Q4 2021 in Review

Liberty Wealth Management sold out of Moderna (MRNA) in Q4 2021, closing a stake of 128 shares — an estimated $48K sold.

Liberty Wealth Management first reported a position in MRNA in Q3 2020 and held it in 5 quarters. The position peaked at $48K in Q3 2021. 1,109 funds tracked by Wall St. Rank hold MRNA as of Q4 2021.

  • Liberty Wealth Management reported no remaining Moderna position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 128 Moderna shares in Q4 2021, an estimated $48K.
  • Liberty Wealth Management first reported a position in Moderna in Q3 2020 and held it in 5 quarters.
  • Liberty Wealth Management's Moderna position peaked at $48K in Q3 2021.
  • 1,109 funds tracked by Wall St. Rank held Moderna as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.