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Sutton Wealth Advisors’s Moderna MRNA Stock Holding History

Sutton Wealth Advisors’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
Q3 		$19.3K Buy
187
+34
+22% +$3.79K 0.01% 362
2023
Q2 		$18.6K Buy
153
+88
+135% +$11.7K 0.01% 360
2023
Q1 		$9.98K Sell
65
-11
-14% -$1.81K 0.01% 424
2022
Q4 		$13.7K Buy
76
+45
+145% +$7.36K 0.01% 836
2022
Q3 		$3.67K Sell
31
-38
-55% -$5.77K ﹤0.01% 1119
2022
Q2 		$9.86K Buy
69
+23
+50% +$3.29K ﹤0.01% 907
2022
Q1 		$7.92K Buy
46
+17
+59% +$2.86K ﹤0.01% 1005
2021
Q4 		$7.37K Sell
29
-31
-52% -$9.06K ﹤0.01% 1014
2021
Q3 		$23.1K Buy
60
+41
+216% +$15.1K 0.01% 652
2021
Q2 		$4.46K Hold
19
– – ﹤0.01% 1065
2021
Q1 		$2.49K Hold
19
– – ﹤0.01% 1114
2020
Q4 		$1.99K Buy
+19
New +$1.92K ﹤0.01% 1111
2020
Q3 		– Sell
-17
Closed -$1.09K – 1237
2020
Q2 		$1.09K Buy
+17
New +$931 ﹤0.01% 1114

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 $5.72T 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
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Sutton Wealth Advisors's MRNA Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Moderna (MRNA) stake by 22% in Q3 2023, buying an estimated $3.79K and bringing the position to 187 shares worth $19.3K. The position accounts for 0.01% of the portfolio, ranked #362.

Sutton Wealth Advisors first reported a position in MRNA in Q2 2020 and has held it in 13 quarters since. The position peaked at $23.1K in Q3 2021. 890 funds tracked by Wall St. Rank hold MRNA as of Q3 2023.

  • Sutton Wealth Advisors held 187 shares of Moderna worth $19.3K as of Q3 2023.
  • Sutton Wealth Advisors bought 34 Moderna shares in Q3 2023, an estimated $3.79K.
  • Moderna made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #362 holding.
  • Sutton Wealth Advisors first reported a position in Moderna in Q2 2020 and has held it in 13 quarters since.
  • Sutton Wealth Advisors's Moderna position peaked at $23.1K in Q3 2021.
  • 890 funds tracked by Wall St. Rank held Moderna as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.