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Safeguard Investment Advisory Group’s Moderna MRNA Stock Holding History

Safeguard Investment Advisory 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
Q1 		– Sell
-140
Closed -$14K – 466
2020
Q4 		$14K Buy
+140
New +$14.2K 0.01% 363

Other funds holding MRNA

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Safeguard Investment Advisory Group's MRNA Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Moderna (MRNA) in Q1 2021, closing a stake of 140 shares — an estimated $14K sold.

Safeguard Investment Advisory Group first reported a position in MRNA in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 777 funds tracked by Wall St. Rank hold MRNA as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Moderna position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 140 Moderna shares in Q1 2021, an estimated $14K.
  • Safeguard Investment Advisory Group first reported a position in Moderna in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Moderna position peaked at $14K in Q4 2020.
  • 777 funds tracked by Wall St. Rank held Moderna as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.