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White Knight Strategic Wealth Advisors’s Moderna MRNA Stock Holding History

White Knight Strategic Wealth 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
2022
Q4 		– Sell
-2,234
Closed -$264K – 70
2022
Q3 		$264K Buy
+2,234
New +$339K 0.38% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

White Knight Strategic Wealth Advisors's MRNA Position: Q4 2022 in Review

White Knight Strategic Wealth Advisors sold out of Moderna (MRNA) in Q4 2022, closing a stake of 2,234 shares — an estimated $264K sold.

White Knight Strategic Wealth Advisors first reported a position in MRNA in Q3 2022 and held it in 1 quarter. The position peaked at $264K in Q3 2022. 1,071 funds tracked by Wall St. Rank hold MRNA as of Q4 2022.

  • White Knight Strategic Wealth Advisors reported no remaining Moderna position as of Q4 2022 after selling out during the quarter.
  • White Knight Strategic Wealth Advisors sold 2,234 Moderna shares in Q4 2022, an estimated $264K.
  • White Knight Strategic Wealth Advisors first reported a position in Moderna in Q3 2022 and held it in 1 quarter.
  • White Knight Strategic Wealth Advisors's Moderna position peaked at $264K in Q3 2022.
  • 1,071 funds tracked by Wall St. Rank held Moderna as of Q4 2022.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.