Wealthspire Advisors (Maryland)’s Moderna MRNA Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-9	Closed	–	–	1408
2019 Q1	$0	Buy	+9	New	+$167	﹤0.01%	2544

Other funds holding MRNA

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

RWA

Ropes Wealth Advisors Boston, Massachusetts $515M AUM 21.76% 1-Year Est. Return

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

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s MRNA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Moderna (MRNA) in Q2 2019, closing a stake of 9 shares.

Wealthspire Advisors (Maryland) first reported a position in MRNA in Q1 2019 and held it in 1 quarter. The position peaked at $0 in Q1 2019. 138 funds tracked by Wall St. Rank hold MRNA as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Moderna position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 9 Moderna shares in Q2 2019.
Wealthspire Advisors (Maryland) first reported a position in Moderna in Q1 2019 and held it in 1 quarter.
Wealthspire Advisors (Maryland)'s Moderna position peaked at $0 in Q1 2019.
138 funds tracked by Wall St. Rank held Moderna as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.