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WealthPLAN Partners’s Moderna MRNA Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-69
Closed -$8.38K – 815
2023
Q2 		$8.38K Hold
69
– – ﹤0.01% 825
2023
Q1 		$10.6K Buy
+69
New +$11.4K ﹤0.01% 849
2021
Q3 		– Sell
-837
Closed -$323K – 386
2021
Q2 		$323K Buy
+837
New +$150K 0.02% 274

Other funds holding MRNA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.54B AUM 86.39% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

WealthPLAN Partners's MRNA Position: Q3 2023 in Review

WealthPLAN Partners sold out of Moderna (MRNA) in Q3 2023, closing a stake of 69 shares — an estimated $8.38K sold.

WealthPLAN Partners first reported a position in MRNA in Q2 2021 and held it in 3 quarters. The position peaked at $323K in Q2 2021. 888 funds tracked by Wall St. Rank hold MRNA as of Q3 2023.

  • WealthPLAN Partners reported no remaining Moderna position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 69 Moderna shares in Q3 2023, an estimated $8.38K.
  • WealthPLAN Partners first reported a position in Moderna in Q2 2021 and held it in 3 quarters.
  • WealthPLAN Partners's Moderna position peaked at $323K in Q2 2021.
  • 888 funds tracked by Wall St. Rank held Moderna as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.