TCWM
MRNA icon

Total Clarity Wealth Management’s Moderna MRNA Stock Holding History

Total Clarity Wealth Management’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
2022
Q3 		– Sell
-178
Closed -$25K – 691
2022
Q2 		$25K Buy
+178
New +$25.4K 0.01% 518
2022
Q1 		– Sell
-238
Closed -$60K – 639
2021
Q4 		$60K Sell
238
-5
-2% -$1.46K 0.03% 375
2021
Q3 		$94K Buy
+243
New +$89.6K 0.04% 312
2021
Q2 		– Sell
-400
Closed -$52K – 526
2021
Q1 		$52K Buy
+400
New +$58K 0.03% 332

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Total Clarity Wealth Management's MRNA Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Moderna (MRNA) in Q3 2022, closing a stake of 178 shares — an estimated $25K sold.

Total Clarity Wealth Management first reported a position in MRNA in Q1 2021 and held it in 4 quarters. The position peaked at $94K in Q3 2021. 915 funds tracked by Wall St. Rank hold MRNA as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Moderna position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 178 Moderna shares in Q3 2022, an estimated $25K.
  • Total Clarity Wealth Management first reported a position in Moderna in Q1 2021 and held it in 4 quarters.
  • Total Clarity Wealth Management's Moderna position peaked at $94K in Q3 2021.
  • 915 funds tracked by Wall St. Rank held Moderna as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.