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Redwood Wealth Management Group’s Moderna MRNA Stock Holding History

Redwood Wealth Management Group’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
2024
Q4 		– Sell
-3,512
Closed -$235K – 164
2024
Q3 		$235K Buy
3,512
+170
+5% +$15.6K 0.12% 146
2024
Q2 		$397K Buy
3,342
+215
+7% +$27.2K 0.3% 78
2024
Q1 		$333K Sell
3,127
-5
-0.2% -$504 0.35% 85
2023
Q4 		$311K Buy
3,132
+425
+16% +$35.7K 0.35% 89
2023
Q3 		$280K Buy
2,707
+371
+16% +$41.4K 0.33% 94
2023
Q2 		$284K Buy
2,336
+160
+7% +$21.3K 0.31% 90
2023
Q1 		$334K Buy
2,176
+260
+14% +$42.9K 0.38% 78
2022
Q4 		$344K Buy
+1,916
New +$313K 0.43% 69

Other funds holding MRNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return

Redwood Wealth Management Group's MRNA Position: Q4 2024 in Review

Redwood Wealth Management Group sold out of Moderna (MRNA) in Q4 2024, closing a stake of 3,512 shares — an estimated $235K sold.

Redwood Wealth Management Group first reported a position in MRNA in Q4 2022 and held it in 8 quarters. The position peaked at $397K in Q2 2024. 745 funds tracked by Wall St. Rank hold MRNA as of Q4 2024.

  • Redwood Wealth Management Group reported no remaining Moderna position as of Q4 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 3,512 Moderna shares in Q4 2024, an estimated $235K.
  • Redwood Wealth Management Group first reported a position in Moderna in Q4 2022 and held it in 8 quarters.
  • Redwood Wealth Management Group's Moderna position peaked at $397K in Q2 2024.
  • 745 funds tracked by Wall St. Rank held Moderna as of Q4 2024.

Based on Redwood Wealth Management Group's 13F filing for Q4 2024, filed 27 Jan 2025.