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Nadler Financial Group’s Moderna MRNA Stock Holding History

Nadler Financial Group’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
2024
Q2 		– Sell
-2,070
Closed -$221K – 118
2024
Q1 		$221K Sell
2,070
-102
-5% -$10.3K 0.03% 104
2023
Q4 		$216K Hold
2,172
– – 0.03% 99
2023
Q3 		$224K Buy
2,172
+25
+1% +$2.79K 0.03% 93
2023
Q2 		$261K Buy
2,147
+836
+64% +$112K 0.04% 89
2023
Q1 		$201K Sell
1,311
-100
-7% -$16.5K 0.03% 109
2022
Q4 		$253K Buy
+1,411
New +$231K 0.04% 91
2022
Q2 		– Sell
-1,295
Closed -$223K – 114
2022
Q1 		$223K Sell
1,295
-892
-41% -$150K 0.03% 110
2021
Q4 		$555K Sell
2,187
-310
-12% -$90.6K 0.08% 66
2021
Q3 		$961K Sell
2,497
-5
-0.2% -$1.84K 0.16% 50
2021
Q2 		$588K Buy
2,502
+160
+7% +$28.6K 0.1% 64
2021
Q1 		$307K Hold
2,342
– – 0.05% 83
2020
Q4 		$245K Buy
+2,342
New +$237K 0.05% 97

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nadler Financial Group's MRNA Position: Q2 2024 in Review

Nadler Financial Group sold out of Moderna (MRNA) in Q2 2024, closing a stake of 2,070 shares — an estimated $221K sold.

Nadler Financial Group first reported a position in MRNA in Q4 2020 and held it in 12 quarters. The position peaked at $961K in Q3 2021. 954 funds tracked by Wall St. Rank hold MRNA as of Q2 2024.

  • Nadler Financial Group reported no remaining Moderna position as of Q2 2024 after selling out during the quarter.
  • Nadler Financial Group sold 2,070 Moderna shares in Q2 2024, an estimated $221K.
  • Nadler Financial Group first reported a position in Moderna in Q4 2020 and held it in 12 quarters.
  • Nadler Financial Group's Moderna position peaked at $961K in Q3 2021.
  • 954 funds tracked by Wall St. Rank held Moderna as of Q2 2024.

Based on Nadler Financial Group's 13F filing for Q2 2024, filed 22 Jul 2024.