MWM
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Minot Wealth Management’s Moderna MRNA Stock Holding History

Minot 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
2022
Q2 		– Sell
-1,188
Closed -$205K – 203
2022
Q1 		$205K Buy
+1,188
New +$200K 0.04% 186
2021
Q4 		– Sell
-720
Closed -$277K – 208
2021
Q3 		$277K Buy
+720
New +$266K 0.06% 165

Other funds holding MRNA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.54B AUM 86.39% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Minot Wealth Management's MRNA Position: Q2 2022 in Review

Minot Wealth Management sold out of Moderna (MRNA) in Q2 2022, closing a stake of 1,188 shares — an estimated $205K sold.

Minot Wealth Management first reported a position in MRNA in Q3 2021 and held it in 2 quarters. The position peaked at $277K in Q3 2021. 982 funds tracked by Wall St. Rank hold MRNA as of Q2 2022.

  • Minot Wealth Management reported no remaining Moderna position as of Q2 2022 after selling out during the quarter.
  • Minot Wealth Management sold 1,188 Moderna shares in Q2 2022, an estimated $205K.
  • Minot Wealth Management first reported a position in Moderna in Q3 2021 and held it in 2 quarters.
  • Minot Wealth Management's Moderna position peaked at $277K in Q3 2021.
  • 982 funds tracked by Wall St. Rank held Moderna as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.