WealthShield Partners’s Moderna MRNA Stock Holding History

WealthShield 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
2021 Q3	–	Sell	-278	Closed	-$65K	–	537
2021 Q2	$65K	Buy	278 +22	+9%	+$3.93K	0.01%	426
2021 Q1	$34K	Buy	+256	New	+$37.1K	0.01%	544

Other funds holding MRNA

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

WealthShield Partners's MRNA Position: Q3 2021 in Review

WealthShield Partners sold out of Moderna (MRNA) in Q3 2021, closing a stake of 278 shares — an estimated $65K sold.

WealthShield Partners first reported a position in MRNA in Q1 2021 and held it in 2 quarters. The position peaked at $65K in Q2 2021. 1,140 funds tracked by Wall St. Rank hold MRNA as of Q3 2021.

WealthShield Partners reported no remaining Moderna position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 278 Moderna shares in Q3 2021, an estimated $65K.
WealthShield Partners first reported a position in Moderna in Q1 2021 and held it in 2 quarters.
WealthShield Partners's Moderna position peaked at $65K in Q2 2021.
1,140 funds tracked by Wall St. Rank held Moderna as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.