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Vishria Bird Financial Group’s Moderna MRNA Stock Holding History

Vishria Bird Financial Group’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
Q1 		– Sell
-1,550
Closed -$278K – 58
2022
Q4 		$278K Buy
+1,550
New +$253K 0.19% 47
2022
Q3 		– Sell
-1,576
Closed -$225K – 57
2022
Q2 		$225K Buy
1,576
+25
+2% +$3.57K 0.15% 54
2022
Q1 		$267K Buy
+1,551
New +$261K 0.15% 52

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

Vishria Bird Financial Group's MRNA Position: Q1 2023 in Review

Vishria Bird Financial Group sold out of Moderna (MRNA) in Q1 2023, closing a stake of 1,550 shares — an estimated $278K sold.

Vishria Bird Financial Group first reported a position in MRNA in Q1 2022 and held it in 3 quarters. The position peaked at $278K in Q4 2022. 1,016 funds tracked by Wall St. Rank hold MRNA as of Q1 2023.

  • Vishria Bird Financial Group reported no remaining Moderna position as of Q1 2023 after selling out during the quarter.
  • Vishria Bird Financial Group sold 1,550 Moderna shares in Q1 2023, an estimated $278K.
  • Vishria Bird Financial Group first reported a position in Moderna in Q1 2022 and held it in 3 quarters.
  • Vishria Bird Financial Group's Moderna position peaked at $278K in Q4 2022.
  • 1,016 funds tracked by Wall St. Rank held Moderna as of Q1 2023.

Based on Vishria Bird Financial Group's 13F filing for Q1 2023, filed 17 Apr 2023.