Pinnacle Wealth Management’s Moderna MRNA Stock Holding History

Pinnacle Wealth 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 Q4	–	Sell	-11,832	Closed	-$1.4M	–	55
2022 Q3	$1.4M	Buy	+11,832	New	+$1.8M	1.7%	34

Other funds holding MRNA

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Pinnacle Wealth Management's MRNA Position: Q4 2022 in Review

Pinnacle Wealth Management sold out of Moderna (MRNA) in Q4 2022, closing a stake of 11,832 shares — an estimated $1.4M sold.

Pinnacle Wealth Management first reported a position in MRNA in Q3 2022 and held it in 1 quarter. The position peaked at $1.4M in Q3 2022. 1,071 funds tracked by Wall St. Rank hold MRNA as of Q4 2022.

Pinnacle Wealth Management reported no remaining Moderna position as of Q4 2022 after selling out during the quarter.
Pinnacle Wealth Management sold 11,832 Moderna shares in Q4 2022, an estimated $1.4M.
Pinnacle Wealth Management first reported a position in Moderna in Q3 2022 and held it in 1 quarter.
Pinnacle Wealth Management's Moderna position peaked at $1.4M in Q3 2022.
1,071 funds tracked by Wall St. Rank held Moderna as of Q4 2022.

Based on Pinnacle Wealth Management's 13F filing for Q4 2022, filed 30 Jan 2023.