RMR Wealth Builders’s Moderna MRNA Stock Holding History

RMR Wealth Builders’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	-201	Closed	-$26K	–	487
2021 Q1	$26K	Buy	201 +1	+0.5%	+$145	0.01%	474
2020 Q4	$21K	Buy	+200	New	+$20.2K	0.01%	346

Other funds holding MRNA

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

RMR Wealth Builders's MRNA Position: Q2 2021 in Review

RMR Wealth Builders sold out of Moderna (MRNA) in Q2 2021, closing a stake of 201 shares — an estimated $26K sold.

RMR Wealth Builders first reported a position in MRNA in Q4 2020 and held it in 2 quarters. The position peaked at $26K in Q1 2021. 903 funds tracked by Wall St. Rank hold MRNA as of Q2 2021.

RMR Wealth Builders reported no remaining Moderna position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 201 Moderna shares in Q2 2021, an estimated $26K.
RMR Wealth Builders first reported a position in Moderna in Q4 2020 and held it in 2 quarters.
RMR Wealth Builders's Moderna position peaked at $26K in Q1 2021.
903 funds tracked by Wall St. Rank held Moderna as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.