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Tyler-Stone Wealth Management’s Moderna MRNA Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-430
Closed -$51.1K – 707
2024
Q2 		$51.1K Hold
430
– – 0.02% 361
2024
Q1 		$45.8K Sell
430
-85
-17% -$8.57K 0.02% 375
2023
Q4 		$51.2K Buy
515
+40
+8% +$3.36K 0.03% 352
2023
Q3 		$49K Hold
475
– – 0.03% 348
2023
Q2 		$58K Buy
+475
New +$63.4K 0.03% 320
2022
Q4 		$85K Hold
475
– – 0.06% 257
2022
Q3 		$56K Hold
475
– – 0.04% 283
2022
Q2 		$68K Sell
475
-100
-17% -$14.3K 0.05% 281
2022
Q1 		$99K Buy
575
+215
+60% +$36.2K 0.05% 252
2021
Q4 		$91K Buy
+360
New +$105K 0.05% 288

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tyler-Stone Wealth Management's MRNA Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Moderna (MRNA) in Q3 2024, closing a stake of 430 shares — an estimated $51.1K sold.

Tyler-Stone Wealth Management first reported a position in MRNA in Q4 2021 and held it in 10 quarters. The position peaked at $99K in Q1 2022. 788 funds tracked by Wall St. Rank hold MRNA as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Moderna position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 430 Moderna shares in Q3 2024, an estimated $51.1K.
  • Tyler-Stone Wealth Management first reported a position in Moderna in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Moderna position peaked at $99K in Q1 2022.
  • 788 funds tracked by Wall St. Rank held Moderna as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.