SSWM
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Sheets Smith Wealth Management’s Moderna MRNA Stock Holding History

Sheets Smith Wealth Management’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
Q2 		– Sell
-1,479
Closed -$227K – 339
2023
Q1 		$227K Hold
1,479
– – 0.03% 289
2022
Q4 		$266K Buy
+1,479
New +$242K 0.04% 267
2022
Q3 		– Sell
-1,479
Closed -$211K – 308
2022
Q2 		$211K Hold
1,479
– – 0.03% 283
2022
Q1 		$255K Sell
1,479
-2,300
-61% -$387K 0.04% 300
2021
Q4 		$960K Sell
3,779
-21
-0.6% -$6.14K 0.12% 158
2021
Q3 		$1.46M Hold
3,800
– – 0.2% 118
2021
Q2 		$893K Hold
3,800
– – 0.12% 152
2021
Q1 		$498K Buy
3,800
+1,100
+41% +$159K 0.07% 208
2020
Q4 		$282K Buy
+2,700
New +$273K 0.04% 284

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return