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Shine Investment Advisory Services’s Moderna MRNA Stock Holding History

Shine Investment Advisory Services’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
2020
Q3 		$17K Hold
238
– – 0.01% 471
2020
Q2 		$15K Buy
+238
New +$13K 0.01% 496
2020
Q1 		– Sell
-316
Closed -$6K – 755
2019
Q4 		$6K Sell
316
-283
-47% -$5.02K ﹤0.01% 648
2019
Q3 		$10K Hold
599
– – ﹤0.01% 555
2019
Q2 		$9K Buy
599
+220
+58% +$4.72K ﹤0.01% 555
2019
Q1 		$8K Hold
379
– – ﹤0.01% 576
2018
Q4 		$6K Buy
+379
New +$6.23K ﹤0.01% 596

Other funds holding MRNA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Shine Investment Advisory Services's MRNA Position: Q3 2020 in Review

Shine Investment Advisory Services held its Moderna (MRNA) position steady in Q3 2020 at 238 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #471.

Shine Investment Advisory Services first reported a position in MRNA in Q4 2018 and has held it in 7 quarters since. 548 funds tracked by Wall St. Rank hold MRNA as of Q3 2020.

  • Shine Investment Advisory Services held 238 shares of Moderna worth $17K as of Q3 2020.
  • Shine Investment Advisory Services left its Moderna share count unchanged in Q3 2020.
  • Moderna made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #471 holding.
  • Shine Investment Advisory Services first reported a position in Moderna in Q4 2018 and has held it in 7 quarters since.
  • 548 funds tracked by Wall St. Rank held Moderna as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.