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Professional Planning’s Moderna MRNA Stock Holding History

Professional Planning’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
Q3 		$3.67M Buy
9,539
+109
+1% +$40.2K 1.75% 14
2021
Q2 		$2.21M Buy
9,430
+304
+3% +$54.3K 1.02% 21
2021
Q1 		$1.2M Sell
9,126
-1,145
-11% -$166K 0.58% 34
2020
Q4 		$1.07M Sell
10,271
-1,214
-11% -$123K 0.43% 49
2020
Q3 		$813K Sell
11,485
-7,396
-39% -$516K 0.62% 29
2020
Q2 		$1.21M Buy
+18,881
New +$1.03M 0.65% 34

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

Professional Planning's MRNA Position: Q3 2021 in Review

Professional Planning increased its Moderna (MRNA) stake by 1.2% in Q3 2021, buying an estimated $40.2K and bringing the position to 9,539 shares worth $3.67M. The position accounts for 1.75% of the portfolio, ranked #14.

Professional Planning first reported a position in MRNA in Q2 2020 and has held it in 6 quarters since. 1,140 funds tracked by Wall St. Rank hold MRNA as of Q3 2021.

  • Professional Planning held 9,539 shares of Moderna worth $3.67M as of Q3 2021.
  • Professional Planning bought 109 Moderna shares in Q3 2021, an estimated $40.2K.
  • Moderna made up 1.75% of Professional Planning's portfolio in Q3 2021, its #14 holding.
  • Professional Planning first reported a position in Moderna in Q2 2020 and has held it in 6 quarters since.
  • 1,140 funds tracked by Wall St. Rank held Moderna as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.