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Pinnacle Wealth Advisors’s Moderna MRNA Stock Holding History

Pinnacle Wealth 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
2021
Q2 		$159K Buy
+676
New +$121K 0.01% 360

Other funds holding MRNA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Pinnacle Wealth Advisors's MRNA Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Moderna (MRNA) in Q2 2021: 676 shares worth $159K. The stake represents 0.01% of the portfolio and ranks #360 among its holdings.

903 funds tracked by Wall St. Rank hold MRNA as of Q2 2021.

  • Pinnacle Wealth Advisors held 676 shares of Moderna worth $159K as of Q2 2021.
  • Moderna was a new Pinnacle Wealth Advisors position in Q2 2021.
  • Moderna made up 0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #360 holding.
  • 903 funds tracked by Wall St. Rank held Moderna as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.