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RWA Wealth Partners’s Moderna MRNA Stock Holding History

RWA Wealth Partners’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
-3,056
Closed -$363K – 574
2024
Q2 		$363K Hold
3,056
– – ﹤0.01% 431
2024
Q1 		$326K Buy
3,056
+845
+38% +$85.2K ﹤0.01% 441
2023
Q4 		$220K Buy
+2,211
New +$186K ﹤0.01% 495
2021
Q4 		– Sell
-758
Closed -$292K – 259
2021
Q3 		$292K Buy
+758
New +$280K 0.02% 206

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

RWA Wealth Partners's MRNA Position: Q3 2024 in Review

RWA Wealth Partners sold out of Moderna (MRNA) in Q3 2024, closing a stake of 3,056 shares — an estimated $363K sold.

RWA Wealth Partners first reported a position in MRNA in Q3 2021 and held it in 4 quarters. The position peaked at $363K in Q2 2024. 788 funds tracked by Wall St. Rank hold MRNA as of Q3 2024.

  • RWA Wealth Partners reported no remaining Moderna position as of Q3 2024 after selling out during the quarter.
  • RWA Wealth Partners sold 3,056 Moderna shares in Q3 2024, an estimated $363K.
  • RWA Wealth Partners first reported a position in Moderna in Q3 2021 and held it in 4 quarters.
  • RWA Wealth Partners's Moderna position peaked at $363K in Q2 2024.
  • 788 funds tracked by Wall St. Rank held Moderna as of Q3 2024.

Based on RWA Wealth Partners's 13F filing for Q3 2024, filed 8 Nov 2024.