Win Advisors’s Moderna MRNA Stock Holding History

Win 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
2023 Q1	–	Sell	-262	Closed	-$47.1K	–	101
2022 Q4	$47.1K	Buy	262 +218	+495%	+$35.6K	0.02%	38
2022 Q3	$5K	Hold	44	–	–	﹤0.01%	110
2022 Q2	$7K	Sell	44 -1,149	-96%	-$164K	0.01%	127
2022 Q1	$206K	Buy	+1,193	New	+$201K	0.05%	50

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

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

Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Win Advisors's MRNA Position: Q1 2023 in Review

Win Advisors sold out of Moderna (MRNA) in Q1 2023, closing a stake of 262 shares — an estimated $47.1K sold.

Win Advisors first reported a position in MRNA in Q1 2022 and held it in 4 quarters. The position peaked at $206K in Q1 2022. 1,015 funds tracked by Wall St. Rank hold MRNA as of Q1 2023.

Win Advisors reported no remaining Moderna position as of Q1 2023 after selling out during the quarter.
Win Advisors sold 262 Moderna shares in Q1 2023, an estimated $47.1K.
Win Advisors first reported a position in Moderna in Q1 2022 and held it in 4 quarters.
Win Advisors's Moderna position peaked at $206K in Q1 2022.
1,015 funds tracked by Wall St. Rank held Moderna as of Q1 2023.

Based on Win Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.