PIA
MRNA icon

Perennial Investment Advisors’s Moderna MRNA Stock Holding History

Perennial Investment Advisors’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
Q1 		– Sell
-1,635
Closed -$415K – 233
2021
Q4 		$415K Buy
1,635
+334
+26% +$97.7K 0.13% 143
2021
Q3 		$499K Buy
1,301
+167
+15% +$61.6K 0.18% 112
2021
Q2 		$266K Sell
1,134
-568
-33% -$102K 0.1% 167
2021
Q1 		$223K Buy
+1,702
New +$247K 0.09% 170

Other funds holding MRNA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Perennial Investment Advisors's MRNA Position: Q1 2022 in Review

Perennial Investment Advisors sold out of Moderna (MRNA) in Q1 2022, closing a stake of 1,635 shares — an estimated $415K sold.

Perennial Investment Advisors first reported a position in MRNA in Q1 2021 and held it in 4 quarters. The position peaked at $499K in Q3 2021. 1,007 funds tracked by Wall St. Rank hold MRNA as of Q1 2022.

  • Perennial Investment Advisors reported no remaining Moderna position as of Q1 2022 after selling out during the quarter.
  • Perennial Investment Advisors sold 1,635 Moderna shares in Q1 2022, an estimated $415K.
  • Perennial Investment Advisors first reported a position in Moderna in Q1 2021 and held it in 4 quarters.
  • Perennial Investment Advisors's Moderna position peaked at $499K in Q3 2021.
  • 1,007 funds tracked by Wall St. Rank held Moderna as of Q1 2022.

Based on Perennial Investment Advisors's 13F filing for Q1 2022, filed 9 May 2022.