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Lineweaver Wealth Advisors’s Moderna MRNA Stock Holding History

Lineweaver 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 		– Sell
-814
Closed -$206K – 143
2021
Q4 		$206K Hold
814
– – 0.06% 127
2021
Q3 		$313K Buy
+814
New +$300K 0.1% 109

Other funds holding MRNA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.54B AUM 86.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Lineweaver Wealth Advisors sold out of Moderna (MRNA) in Q1 2022, closing a stake of 814 shares — an estimated $206K sold.

Lineweaver Wealth Advisors first reported a position in MRNA in Q3 2021 and held it in 2 quarters. The position peaked at $313K in Q3 2021. 1,006 funds tracked by Wall St. Rank hold MRNA as of Q1 2022.

  • Lineweaver Wealth Advisors reported no remaining Moderna position as of Q1 2022 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 814 Moderna shares in Q1 2022, an estimated $206K.
  • Lineweaver Wealth Advisors first reported a position in Moderna in Q3 2021 and held it in 2 quarters.
  • Lineweaver Wealth Advisors's Moderna position peaked at $313K in Q3 2021.
  • 1,006 funds tracked by Wall St. Rank held Moderna as of Q1 2022.

Based on Lineweaver Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.