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Ritter Daniher Financial Advisory’s Moderna MRNA Stock Holding History

Ritter Daniher Financial Advisory’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 		– Hold
0
– – – 312
2024
Q3 		– Hold
0
– – – 317
2024
Q2 		– Hold
0
– – – 309
2024
Q1 		– Hold
0
– – – 302
2023
Q4 		– Hold
0
– – – 347
2023
Q3 		– Hold
0
– – – 354
2023
Q2 		– Sell
-1
Closed -$133 – 331
2023
Q1 		$157 Hold
1
– – ﹤0.01% 294
2022
Q4 		$183 Buy
+1
New +$164 ﹤0.01% 289

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

Ritter Daniher Financial Advisory's MRNA Position: Q4 2024 in Review

Ritter Daniher Financial Advisory held its Moderna (MRNA) position steady in Q4 2024 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Ritter Daniher Financial Advisory first reported a position in MRNA in Q4 2022 and has held it in 2 quarters since. The position peaked at $183 in Q4 2022. 745 funds tracked by Wall St. Rank hold MRNA as of Q4 2024.

  • Ritter Daniher Financial Advisory held 0 shares of Moderna worth $1 as of Q4 2024.
  • Ritter Daniher Financial Advisory left its Moderna share count unchanged in Q4 2024.
  • Moderna made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q4 2024, its #312 holding.
  • Ritter Daniher Financial Advisory first reported a position in Moderna in Q4 2022 and has held it in 2 quarters since.
  • Ritter Daniher Financial Advisory's Moderna position peaked at $183 in Q4 2022.
  • 745 funds tracked by Wall St. Rank held Moderna as of Q4 2024.

Based on Ritter Daniher Financial Advisory's 13F filing for Q4 2024, filed 13 Feb 2025.