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TCI Wealth Advisors’s Moderna MRNA Stock Holding History

TCI 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
Q2 		– Sell
-468
Closed -$71.9K – 1436
2023
Q1 		$71.9K Buy
468
+65
+16% +$10.7K 0.01% 346
2022
Q4 		$72.4K Buy
403
+172
+74% +$28.1K 0.01% 321
2022
Q3 		$27K Buy
231
+10
+5% +$1.52K ﹤0.01% 545
2022
Q2 		$32K Sell
221
-134
-38% -$19.2K ﹤0.01% 491
2022
Q1 		$61K Sell
355
-256
-42% -$43.1K 0.01% 359
2021
Q4 		$155K Buy
611
+203
+50% +$59.4K 0.02% 201
2021
Q3 		$157K Buy
408
+90
+28% +$33.2K 0.02% 218
2021
Q2 		$75K Buy
318
+29
+10% +$5.18K 0.01% 325
2021
Q1 		$38K Buy
289
+13
+5% +$1.88K 0.02% 420
2020
Q4 		$29K Hold
276
– – 0.01% 429
2020
Q3 		$20K Hold
276
– – 0.01% 451
2020
Q2 		$18K Buy
276
+22
+9% +$1.21K 0.01% 468
2020
Q1 		$8K Buy
254
+158
+165% +$3.63K ﹤0.01% 618
2019
Q4 		$2K Buy
+96
New +$1.7K ﹤0.01% 1168

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
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

TCI Wealth Advisors's MRNA Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Moderna (MRNA) in Q2 2023, closing a stake of 468 shares — an estimated $71.9K sold.

TCI Wealth Advisors first reported a position in MRNA in Q4 2019 and held it in 14 quarters. The position peaked at $157K in Q3 2021. 965 funds tracked by Wall St. Rank hold MRNA as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Moderna position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 468 Moderna shares in Q2 2023, an estimated $71.9K.
  • TCI Wealth Advisors first reported a position in Moderna in Q4 2019 and held it in 14 quarters.
  • TCI Wealth Advisors's Moderna position peaked at $157K in Q3 2021.
  • 965 funds tracked by Wall St. Rank held Moderna as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.