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Triad Financial Advisors’s Moderna MRNA Stock Holding History

Triad Financial 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
-1,541
Closed -$237K – 100
2023
Q1 		$237K Buy
1,541
+1
+0.1% +$165 0.1% 88
2022
Q4 		$277K Buy
+1,540
New +$252K 0.12% 89
2022
Q3 		– Sell
-1,521
Closed -$217K – 107
2022
Q2 		$217K Buy
1,521
+5
+0.3% +$715 0.12% 95
2022
Q1 		$261K Buy
1,516
+16
+1% +$2.69K 0.14% 93
2021
Q4 		$381K Buy
+1,500
New +$439K 0.23% 65

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

Triad Financial Advisors's MRNA Position: Q2 2023 in Review

Triad Financial Advisors sold out of Moderna (MRNA) in Q2 2023, closing a stake of 1,541 shares — an estimated $237K sold.

Triad Financial Advisors first reported a position in MRNA in Q4 2021 and held it in 5 quarters. The position peaked at $381K in Q4 2021. 965 funds tracked by Wall St. Rank hold MRNA as of Q2 2023.

  • Triad Financial Advisors reported no remaining Moderna position as of Q2 2023 after selling out during the quarter.
  • Triad Financial Advisors sold 1,541 Moderna shares in Q2 2023, an estimated $237K.
  • Triad Financial Advisors first reported a position in Moderna in Q4 2021 and held it in 5 quarters.
  • Triad Financial Advisors's Moderna position peaked at $381K in Q4 2021.
  • 965 funds tracked by Wall St. Rank held Moderna as of Q2 2023.

Based on Triad Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.