Oxford Financial Group’s Moderna MRNA Stock Holding History

Oxford 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
2020 Q3	–	Sell	-3,266	Closed	-$210K	–	193
2020 Q2	$210K	Buy	+3,266	New	+$179K	0.04%	150

Other funds holding MRNA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Oxford Financial Group's MRNA Position: Q3 2020 in Review

Oxford Financial Group sold out of Moderna (MRNA) in Q3 2020, closing a stake of 3,266 shares — an estimated $210K sold.

Oxford Financial Group first reported a position in MRNA in Q2 2020 and held it in 1 quarter. The position peaked at $210K in Q2 2020. 547 funds tracked by Wall St. Rank hold MRNA as of Q3 2020.

Oxford Financial Group reported no remaining Moderna position as of Q3 2020 after selling out during the quarter.
Oxford Financial Group sold 3,266 Moderna shares in Q3 2020, an estimated $210K.
Oxford Financial Group first reported a position in Moderna in Q2 2020 and held it in 1 quarter.
Oxford Financial Group's Moderna position peaked at $210K in Q2 2020.
547 funds tracked by Wall St. Rank held Moderna as of Q3 2020.

Based on Oxford Financial Group's 13F filing for Q3 2020, filed 12 Nov 2020.