MWM
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Modera Wealth Management’s Modine Manufacturing MOD Stock Holding History

Modera Wealth Management’s Portfolio MOD Stock Details MOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,614
Closed -$214K – 635
2024
Q3 		$214K Buy
+1,614
New +$178K ﹤0.01% 572

Other funds holding MOD

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Modera Wealth Management's MOD Position: Q4 2024 in Review

Modera Wealth Management sold out of Modine Manufacturing (MOD) in Q4 2024, closing a stake of 1,614 shares — an estimated $214K sold.

Modera Wealth Management first reported a position in MOD in Q3 2024 and held it in 1 quarter. The position peaked at $214K in Q3 2024. 410 funds tracked by Wall St. Rank hold MOD as of Q4 2024.

  • Modera Wealth Management reported no remaining Modine Manufacturing position as of Q4 2024 after selling out during the quarter.
  • Modera Wealth Management sold 1,614 Modine Manufacturing shares in Q4 2024, an estimated $214K.
  • Modera Wealth Management first reported a position in Modine Manufacturing in Q3 2024 and held it in 1 quarter.
  • Modera Wealth Management's Modine Manufacturing position peaked at $214K in Q3 2024.
  • 410 funds tracked by Wall St. Rank held Modine Manufacturing as of Q4 2024.

Based on Modera Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.