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Tradition Wealth Management’s Moderna MRNA Stock Holding History

Tradition 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
Q2 		– Sell
-313
Closed -$54K – 1124
2022
Q1 		$54K Sell
313
-22
-7% -$3.7K 0.01% 499
2021
Q4 		$85K Buy
+335
New +$97.9K 0.01% 431
2021
Q3 		– Sell
-100
Closed -$23K – 1190
2021
Q2 		$23K Sell
100
-10
-9% -$1.79K ﹤0.01% 727
2021
Q1 		$14K Buy
110
+10
+10% +$1.45K ﹤0.01% 709
2020
Q4 		$10K Buy
+100
New +$10.1K ﹤0.01% 744

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tradition Wealth Management's MRNA Position: Q2 2022 in Review

Tradition Wealth Management sold out of Moderna (MRNA) in Q2 2022, closing a stake of 313 shares — an estimated $54K sold.

Tradition Wealth Management first reported a position in MRNA in Q4 2020 and held it in 5 quarters. The position peaked at $85K in Q4 2021. 981 funds tracked by Wall St. Rank hold MRNA as of Q2 2022.

  • Tradition Wealth Management reported no remaining Moderna position as of Q2 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 313 Moderna shares in Q2 2022, an estimated $54K.
  • Tradition Wealth Management first reported a position in Moderna in Q4 2020 and held it in 5 quarters.
  • Tradition Wealth Management's Moderna position peaked at $85K in Q4 2021.
  • 981 funds tracked by Wall St. Rank held Moderna as of Q2 2022.

Based on Tradition Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.