LWM Advisory Services’s Moderna MRNA Stock Holding History

LWM Advisory Services’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
2023 Q2	–	Sell	-1,306	Closed	-$203K	–	81
2023 Q1	$203K	Buy	+1,306	New	+$215K	0.22%	77

Other funds holding MRNA

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LWM Advisory Services's MRNA Position: Q2 2023 in Review

LWM Advisory Services sold out of Moderna (MRNA) in Q2 2023, closing a stake of 1,306 shares — an estimated $203K sold.

LWM Advisory Services first reported a position in MRNA in Q1 2023 and held it in 1 quarter. The position peaked at $203K in Q1 2023. 965 funds tracked by Wall St. Rank hold MRNA as of Q2 2023.

LWM Advisory Services reported no remaining Moderna position as of Q2 2023 after selling out during the quarter.
LWM Advisory Services sold 1,306 Moderna shares in Q2 2023, an estimated $203K.
LWM Advisory Services first reported a position in Moderna in Q1 2023 and held it in 1 quarter.
LWM Advisory Services's Moderna position peaked at $203K in Q1 2023.
965 funds tracked by Wall St. Rank held Moderna as of Q2 2023.

Based on LWM Advisory Services's 13F filing for Q2 2023, filed 7 Aug 2023.