Simplicity Wealth’s Moderna MRNA Stock Holding History

Simplicity 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
2024 Q3	–	Sell	-4,838	Closed	-$575K	–	934
2024 Q2	$575K	Buy	4,838 +1,161	+32%	+$147K	0.01%	700
2024 Q1	$392K	Buy	+3,677	New	+$371K	0.01%	822

Other funds holding MRNA

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simplicity Wealth's MRNA Position: Q3 2024 in Review

Simplicity Wealth sold out of Moderna (MRNA) in Q3 2024, closing a stake of 4,838 shares — an estimated $575K sold.

Simplicity Wealth first reported a position in MRNA in Q1 2024 and held it in 2 quarters. The position peaked at $575K in Q2 2024. 788 funds tracked by Wall St. Rank hold MRNA as of Q3 2024.

Simplicity Wealth reported no remaining Moderna position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 4,838 Moderna shares in Q3 2024, an estimated $575K.
Simplicity Wealth first reported a position in Moderna in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Moderna position peaked at $575K in Q2 2024.
788 funds tracked by Wall St. Rank held Moderna as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.