RVW Wealth’s Moderna MRNA Stock Holding History

RVW Wealth’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
2023 Q4	–	Sell	-170	Closed	-$17.6K	–	277
2023 Q3	$17.6K	Buy	+170	New	+$19K	﹤0.01%	325
2021 Q4	–	Sell	-5,537	Closed	-$2M	–	141
2021 Q3	$2M	Buy	+5,537	New	+$2.04M	0.24%	48

Other funds holding MRNA

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Flagship Pioneering Cambridge, Massachusetts $1.54B AUM 86.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RVW Wealth's MRNA Position: Q4 2023 in Review

RVW Wealth sold out of Moderna (MRNA) in Q4 2023, closing a stake of 170 shares — an estimated $17.6K sold.

RVW Wealth first reported a position in MRNA in Q3 2021 and held it in 2 quarters. The position peaked at $2M in Q3 2021. 885 funds tracked by Wall St. Rank hold MRNA as of Q4 2023.

RVW Wealth reported no remaining Moderna position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 170 Moderna shares in Q4 2023, an estimated $17.6K.
RVW Wealth first reported a position in Moderna in Q3 2021 and held it in 2 quarters.
RVW Wealth's Moderna position peaked at $2M in Q3 2021.
885 funds tracked by Wall St. Rank held Moderna as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.