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Personal Capital Advisors’s Moderna MRNA Stock Holding History

Personal Capital 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
Q2 		– Sell
-1,591
Closed -$274K – 469
2022
Q1 		$274K Sell
1,591
-187
-11% -$31.5K ﹤0.01% 407
2021
Q4 		$452K Buy
1,778
+266
+18% +$77.8K ﹤0.01% 354
2021
Q3 		$582K Sell
1,512
-47
-3% -$17.3K ﹤0.01% 287
2021
Q2 		$366K Buy
+1,559
New +$279K ﹤0.01% 358

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

Personal Capital Advisors's MRNA Position: Q2 2022 in Review

Personal Capital Advisors sold out of Moderna (MRNA) in Q2 2022, closing a stake of 1,591 shares — an estimated $274K sold.

Personal Capital Advisors first reported a position in MRNA in Q2 2021 and held it in 4 quarters. The position peaked at $582K in Q3 2021. 981 funds tracked by Wall St. Rank hold MRNA as of Q2 2022.

  • Personal Capital Advisors reported no remaining Moderna position as of Q2 2022 after selling out during the quarter.
  • Personal Capital Advisors sold 1,591 Moderna shares in Q2 2022, an estimated $274K.
  • Personal Capital Advisors first reported a position in Moderna in Q2 2021 and held it in 4 quarters.
  • Personal Capital Advisors's Moderna position peaked at $582K in Q3 2021.
  • 981 funds tracked by Wall St. Rank held Moderna as of Q2 2022.

Based on Personal Capital Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.