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Sterling Financial Planning’s Moderna MRNA Stock Holding History

Sterling Financial Planning’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
-100
Closed -$10K – 387
2020
Q4 		$10K Buy
+100
New +$10.1K 0.01% 261

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

Sterling Financial Planning's MRNA Position: Q1 2021 in Review

Sterling Financial Planning sold out of Moderna (MRNA) in Q1 2021, closing a stake of 100 shares — an estimated $10K sold.

Sterling Financial Planning first reported a position in MRNA in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 776 funds tracked by Wall St. Rank hold MRNA as of Q1 2021.

  • Sterling Financial Planning reported no remaining Moderna position as of Q1 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 100 Moderna shares in Q1 2021, an estimated $10K.
  • Sterling Financial Planning first reported a position in Moderna in Q4 2020 and held it in 1 quarter.
  • Sterling Financial Planning's Moderna position peaked at $10K in Q4 2020.
  • 776 funds tracked by Wall St. Rank held Moderna as of Q1 2021.

Based on Sterling Financial Planning's 13F filing for Q1 2021, filed 28 Apr 2021.