RWG
MRNA icon

Regal Wealth Group’s Moderna MRNA Stock Holding History

Regal Wealth 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
2021
Q2 		– Sell
-220
Closed -$29K – 175
2021
Q1 		$29K Sell
220
-93
-30% -$13.5K 0.02% 123
2020
Q4 		$33K Sell
313
-9
-3% -$911 0.02% 111
2020
Q3 		$23K Sell
322
-3
-0.9% -$209 0.02% 118
2020
Q2 		$21K Buy
+325
New +$17.8K 0.02% 119

Other funds holding MRNA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Regal Wealth Group's MRNA Position: Q2 2021 in Review

Regal Wealth Group sold out of Moderna (MRNA) in Q2 2021, closing a stake of 220 shares — an estimated $29K sold.

Regal Wealth Group first reported a position in MRNA in Q2 2020 and held it in 4 quarters. The position peaked at $33K in Q4 2020. 903 funds tracked by Wall St. Rank hold MRNA as of Q2 2021.

  • Regal Wealth Group reported no remaining Moderna position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 220 Moderna shares in Q2 2021, an estimated $29K.
  • Regal Wealth Group first reported a position in Moderna in Q2 2020 and held it in 4 quarters.
  • Regal Wealth Group's Moderna position peaked at $33K in Q4 2020.
  • 903 funds tracked by Wall St. Rank held Moderna as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.