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Regal Investment Advisors’s Moderna MRNA Stock Holding History

Regal Investment 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
2024
Q3 		– Sell
-2,537
Closed -$301K – 548
2024
Q2 		$301K Sell
2,537
-35
-1% -$4.43K 0.02% 460
2024
Q1 		$274K Buy
2,572
+79
+3% +$7.96K 0.02% 477
2023
Q4 		$248K Sell
2,493
-476
-16% -$40K 0.02% 459
2023
Q3 		$307K Buy
2,969
+382
+15% +$42.6K 0.03% 386
2023
Q2 		$314K Sell
2,587
-117
-4% -$15.6K 0.03% 388
2023
Q1 		$415K Buy
2,704
+124
+5% +$20.5K 0.04% 317
2022
Q4 		$463K Sell
2,580
-97
-4% -$15.9K 0.04% 290
2022
Q3 		$317K Sell
2,677
-34
-1% -$5.16K 0.03% 354
2022
Q2 		$387K Sell
2,711
-255
-9% -$36.4K 0.04% 328
2022
Q1 		$511K Buy
2,966
+875
+42% +$147K 0.05% 308
2021
Q4 		$531K Buy
2,091
+89
+4% +$26K 0.05% 322
2021
Q3 		$770K Sell
2,002
-198
-9% -$73K 0.07% 273
2021
Q2 		$517K Buy
+2,200
New +$393K 0.05% 321
2021
Q1 		– Sell
-2,279
Closed -$238K – 281
2020
Q4 		$238K Buy
+2,279
New +$231K 0.03% 411

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Regal Investment Advisors's MRNA Position: Q3 2024 in Review

Regal Investment Advisors sold out of Moderna (MRNA) in Q3 2024, closing a stake of 2,537 shares — an estimated $301K sold.

Regal Investment Advisors first reported a position in MRNA in Q4 2020 and held it in 14 quarters. The position peaked at $770K in Q3 2021. 788 funds tracked by Wall St. Rank hold MRNA as of Q3 2024.

  • Regal Investment Advisors reported no remaining Moderna position as of Q3 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 2,537 Moderna shares in Q3 2024, an estimated $301K.
  • Regal Investment Advisors first reported a position in Moderna in Q4 2020 and held it in 14 quarters.
  • Regal Investment Advisors's Moderna position peaked at $770K in Q3 2021.
  • 788 funds tracked by Wall St. Rank held Moderna as of Q3 2024.

Based on Regal Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.