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Wetzel Investment Advisors’s Moderna MRNA Stock Holding History

Wetzel Investment Advisors’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
Q4 		– Sell
-3,190
Closed -$213K – 126
2024
Q3 		$213K Sell
3,190
-300
-9% -$27.5K 0.11% 115
2024
Q2 		$372K Buy
3,490
+300
+9% +$38K 0.21% 76
2024
Q1 		$325K Sell
3,190
-300
-9% -$30.2K 0.19% 79
2023
Q4 		$347K Buy
+3,490
New +$294K 0.21% 75

Other funds holding MRNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return

Wetzel Investment Advisors's MRNA Position: Q4 2024 in Review

Wetzel Investment Advisors sold out of Moderna (MRNA) in Q4 2024, closing a stake of 3,190 shares — an estimated $213K sold.

Wetzel Investment Advisors first reported a position in MRNA in Q4 2023 and held it in 4 quarters. The position peaked at $372K in Q2 2024. 745 funds tracked by Wall St. Rank hold MRNA as of Q4 2024.

  • Wetzel Investment Advisors reported no remaining Moderna position as of Q4 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 3,190 Moderna shares in Q4 2024, an estimated $213K.
  • Wetzel Investment Advisors first reported a position in Moderna in Q4 2023 and held it in 4 quarters.
  • Wetzel Investment Advisors's Moderna position peaked at $372K in Q2 2024.
  • 745 funds tracked by Wall St. Rank held Moderna as of Q4 2024.

Based on Wetzel Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.