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Rational Advisors’s Moderna MRNA Stock Holding History

Rational 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
2023
Q4 		– Sell
-118
Closed -$14.3K – 250
2023
Q3 		$14.3K Hold
118
– – ﹤0.01% 214
2023
Q2 		$14.3K Hold
118
– – ﹤0.01% 204
2023
Q1 		$18.1K Hold
118
– – ﹤0.01% 199
2022
Q4 		$21.2K Hold
118
– – ﹤0.01% 167
2022
Q3 		$14K Buy
118
+1
+0.9% +$152 ﹤0.01% 180
2022
Q2 		$17K Buy
117
+3
+3% +$429 ﹤0.01% 175
2022
Q1 		$20K Buy
+114
New +$19.2K ﹤0.01% 183
2020
Q4 		– Sell
-43
Closed -$3K – 467
2020
Q3 		$3K Buy
+43
New +$3K ﹤0.01% 438

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rational Advisors's MRNA Position: Q4 2023 in Review

Rational Advisors sold out of Moderna (MRNA) in Q4 2023, closing a stake of 118 shares — an estimated $14.3K sold.

Rational Advisors first reported a position in MRNA in Q3 2020 and held it in 8 quarters. The position peaked at $21.2K in Q4 2022. 884 funds tracked by Wall St. Rank hold MRNA as of Q4 2023.

  • Rational Advisors reported no remaining Moderna position as of Q4 2023 after selling out during the quarter.
  • Rational Advisors sold 118 Moderna shares in Q4 2023, an estimated $14.3K.
  • Rational Advisors first reported a position in Moderna in Q3 2020 and held it in 8 quarters.
  • Rational Advisors's Moderna position peaked at $21.2K in Q4 2022.
  • 884 funds tracked by Wall St. Rank held Moderna as of Q4 2023.

Based on Rational Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.