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Wipfli Financial Advisors’s Moderna MRNA Stock Holding History

Wipfli Financial 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
Q3 		$360K Buy
+3,045
New +$462K 0.03% 290

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wipfli Financial Advisors's MRNA Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Moderna (MRNA) in Q3 2022: 3,045 shares worth $360K. The stake represents 0.03% of the portfolio and ranks #290 among its holdings.

915 funds tracked by Wall St. Rank hold MRNA as of Q3 2022.

  • Wipfli Financial Advisors held 3,045 shares of Moderna worth $360K as of Q3 2022.
  • Moderna was a new Wipfli Financial Advisors position in Q3 2022.
  • Moderna made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #290 holding.
  • 915 funds tracked by Wall St. Rank held Moderna as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.