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Ten Capital Wealth Advisors’s Moderna MRNA Stock Holding History

Ten Capital 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
-100
Closed -$15.4K – 404
2023
Q1 		$15.4K Hold
100
– – 0.01% 325
2022
Q4 		$18K Hold
100
– – 0.01% 268
2022
Q3 		$12K Hold
100
– – 0.01% 286
2022
Q2 		$14K Buy
+100
New +$14.3K 0.01% 234

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

Ten Capital Wealth Advisors's MRNA Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Moderna (MRNA) in Q2 2023, closing a stake of 100 shares — an estimated $15.4K sold.

Ten Capital Wealth Advisors first reported a position in MRNA in Q2 2022 and held it in 4 quarters. The position peaked at $18K in Q4 2022. 965 funds tracked by Wall St. Rank hold MRNA as of Q2 2023.

  • Ten Capital Wealth Advisors reported no remaining Moderna position as of Q2 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 100 Moderna shares in Q2 2023, an estimated $15.4K.
  • Ten Capital Wealth Advisors first reported a position in Moderna in Q2 2022 and held it in 4 quarters.
  • Ten Capital Wealth Advisors's Moderna position peaked at $18K in Q4 2022.
  • 965 funds tracked by Wall St. Rank held Moderna as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.