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McKinley Carter Wealth Services’s Moderna MRNA Stock Holding History

McKinley Carter Wealth 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
2022
Q2 		– Sell
-1,240
Closed -$214K – 297
2022
Q1 		$214K Hold
1,240
– – 0.02% 277
2021
Q4 		$315K Hold
1,240
– – 0.02% 234
2021
Q3 		$477K Sell
1,240
-750
-38% -$277K 0.04% 189
2021
Q2 		$468K Hold
1,990
– – 0.04% 194
2021
Q1 		$261K Hold
1,990
– – 0.02% 256
2020
Q4 		$208K Buy
+1,990
New +$201K 0.03% 251

Other funds holding MRNA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McKinley Carter Wealth Services's MRNA Position: Q2 2022 in Review

McKinley Carter Wealth Services sold out of Moderna (MRNA) in Q2 2022, closing a stake of 1,240 shares — an estimated $214K sold.

McKinley Carter Wealth Services first reported a position in MRNA in Q4 2020 and held it in 6 quarters. The position peaked at $477K in Q3 2021. 981 funds tracked by Wall St. Rank hold MRNA as of Q2 2022.

  • McKinley Carter Wealth Services reported no remaining Moderna position as of Q2 2022 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 1,240 Moderna shares in Q2 2022, an estimated $214K.
  • McKinley Carter Wealth Services first reported a position in Moderna in Q4 2020 and held it in 6 quarters.
  • McKinley Carter Wealth Services's Moderna position peaked at $477K in Q3 2021.
  • 981 funds tracked by Wall St. Rank held Moderna as of Q2 2022.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2022, filed 15 Jul 2022.