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TrueWealth LLC’s Moderna MRNA Stock Holding History

TrueWealth LLC’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
2020
Q2 		$9K Buy
+146
New +$8K ﹤0.01% 485

Other funds holding MRNA

FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

TrueWealth LLC's MRNA Position: Q2 2020 in Review

TrueWealth LLC opened a new position in Moderna (MRNA) in Q2 2020: 146 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #485 among its holdings.

490 funds tracked by Wall St. Rank hold MRNA as of Q2 2020.

  • TrueWealth LLC held 146 shares of Moderna worth $9K as of Q2 2020.
  • Moderna was a new TrueWealth LLC position in Q2 2020.
  • Moderna made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #485 holding.
  • 490 funds tracked by Wall St. Rank held Moderna as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.