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Professional Financial Advisors’s Moderna MRNA Stock Holding History

Professional Financial 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
Q4 		– Sell
-44
Closed -$5K – 314
2022
Q3 		$5K Hold
44
– – ﹤0.01% 366
2022
Q2 		$6K Hold
44
– – ﹤0.01% 355
2022
Q1 		$8K Sell
44
-125
-74% -$21K ﹤0.01% 335
2021
Q4 		$43K Hold
169
– – 0.02% 183
2021
Q3 		$65K Hold
169
– – 0.04% 128
2021
Q2 		$40K Buy
169
+13
+8% +$2.32K 0.02% 159
2021
Q1 		$20K Hold
156
– – 0.01% 195
2020
Q4 		$16K Buy
156
+150
+2,500% +$15.2K 0.01% 208
2020
Q3 		$0 Buy
+6
New +$418 ﹤0.01% 347

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
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
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

Professional Financial Advisors's MRNA Position: Q4 2022 in Review

Professional Financial Advisors sold out of Moderna (MRNA) in Q4 2022, closing a stake of 44 shares — an estimated $5K sold.

Professional Financial Advisors first reported a position in MRNA in Q3 2020 and held it in 9 quarters. The position peaked at $65K in Q3 2021. 1,071 funds tracked by Wall St. Rank hold MRNA as of Q4 2022.

  • Professional Financial Advisors reported no remaining Moderna position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 44 Moderna shares in Q4 2022, an estimated $5K.
  • Professional Financial Advisors first reported a position in Moderna in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's Moderna position peaked at $65K in Q3 2021.
  • 1,071 funds tracked by Wall St. Rank held Moderna as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.