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Peak Financial Management’s Moderna MRNA Stock Holding History

Peak Financial 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
Q3 		– Sell
-1,951
Closed -$279K – 70
2022
Q2 		$279K Sell
1,951
-65
-3% -$9.29K 0.11% 59
2022
Q1 		$347K Hold
2,016
– – 0.12% 53
2021
Q4 		$512K Sell
2,016
-160
-7% -$46.8K 0.17% 45
2021
Q3 		$837K Buy
2,176
+330
+18% +$122K 0.28% 40
2021
Q2 		$434K Hold
1,846
– – 0.15% 47
2021
Q1 		$242K Sell
1,846
-210
-10% -$30.4K 0.09% 61
2020
Q4 		$215K Buy
+2,056
New +$208K 0.08% 64

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Peak Financial Management's MRNA Position: Q3 2022 in Review

Peak Financial Management sold out of Moderna (MRNA) in Q3 2022, closing a stake of 1,951 shares — an estimated $279K sold.

Peak Financial Management first reported a position in MRNA in Q4 2020 and held it in 7 quarters. The position peaked at $837K in Q3 2021. 915 funds tracked by Wall St. Rank hold MRNA as of Q3 2022.

  • Peak Financial Management reported no remaining Moderna position as of Q3 2022 after selling out during the quarter.
  • Peak Financial Management sold 1,951 Moderna shares in Q3 2022, an estimated $279K.
  • Peak Financial Management first reported a position in Moderna in Q4 2020 and held it in 7 quarters.
  • Peak Financial Management's Moderna position peaked at $837K in Q3 2021.
  • 915 funds tracked by Wall St. Rank held Moderna as of Q3 2022.

Based on Peak Financial Management's 13F filing for Q3 2022, filed 28 Oct 2022.