NWMG
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National Wealth Management Group’s Moderna MRNA Stock Holding History

National Wealth Management 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
2023
Q1 		– Sell
-3,423
Closed -$615K – 154
2022
Q4 		$615K Buy
3,423
+821
+32% +$134K 0.74% 31
2022
Q3 		$308K Sell
2,602
-887
-25% -$135K 0.4% 83
2022
Q2 		$498K Buy
+3,489
New +$499K 0.63% 41

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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

National Wealth Management Group's MRNA Position: Q1 2023 in Review

National Wealth Management Group sold out of Moderna (MRNA) in Q1 2023, closing a stake of 3,423 shares — an estimated $615K sold.

National Wealth Management Group first reported a position in MRNA in Q2 2022 and held it in 3 quarters. The position peaked at $615K in Q4 2022. 1,015 funds tracked by Wall St. Rank hold MRNA as of Q1 2023.

  • National Wealth Management Group reported no remaining Moderna position as of Q1 2023 after selling out during the quarter.
  • National Wealth Management Group sold 3,423 Moderna shares in Q1 2023, an estimated $615K.
  • National Wealth Management Group first reported a position in Moderna in Q2 2022 and held it in 3 quarters.
  • National Wealth Management Group's Moderna position peaked at $615K in Q4 2022.
  • 1,015 funds tracked by Wall St. Rank held Moderna as of Q1 2023.

Based on National Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.