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TFO Wealth Partners’s Moderna MRNA Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-1
Closed -$107 – 498
2024
Q1 		$107 Hold
1
– – ﹤0.01% 627
2023
Q4 		$99 Sell
1
-3
-75% -$252 ﹤0.01% 791
2023
Q3 		$486 Buy
4
+3
+300% +$335 ﹤0.01% 465
2023
Q2 		$122 Hold
1
– – ﹤0.01% 626
2023
Q1 		$154 Sell
1
-22
-96% -$3.63K ﹤0.01% 549
2022
Q4 		$1.67K Buy
+23
New +$3.76K ﹤0.01% 282
2022
Q3 		– Sell
-5
Closed -$1K – 354
2022
Q2 		$1K Buy
+5
New +$715 ﹤0.01% 439

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TFO Wealth Partners's MRNA Position: Q2 2024 in Review

TFO Wealth Partners sold out of Moderna (MRNA) in Q2 2024, closing a stake of 1 share — an estimated $107 sold.

TFO Wealth Partners first reported a position in MRNA in Q2 2022 and held it in 7 quarters. The position peaked at $1.67K in Q4 2022. 954 funds tracked by Wall St. Rank hold MRNA as of Q2 2024.

  • TFO Wealth Partners reported no remaining Moderna position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Moderna share in Q2 2024, an estimated $107.
  • TFO Wealth Partners first reported a position in Moderna in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Moderna position peaked at $1.67K in Q4 2022.
  • 954 funds tracked by Wall St. Rank held Moderna as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.