WR Wealth Planners’s Moderna MRNA Stock Holding History

WR Wealth Planners’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	$374	Buy	9 +2	+29%	+$96	﹤0.01%	1020
2024 Q3	$468	Sell	7 -9	-56%	-$826	﹤0.01%	1038
2024 Q2	$1.9K	Buy	16 +2	+14%	+$253	﹤0.01%	900
2024 Q1	$1.49K	Buy	+14	New	+$1.41K	﹤0.01%	917
2023 Q4	–	Sell	-28	Closed	-$2.89K	–	603
2023 Q3	$2.89K	Hold	28	–	–	﹤0.01%	736
2023 Q2	$3.4K	Hold	28	–	–	﹤0.01%	723
2023 Q1	$4.3K	Buy	28 +10	+56%	+$1.65K	﹤0.01%	701
2022 Q4	$3.23K	Hold	18	–	–	﹤0.01%	365
2022 Q3	$2.13K	Hold	18	–	–	﹤0.01%	384
2022 Q2	$2.57K	Hold	18	–	–	﹤0.01%	400
2022 Q1	$3.1K	Buy	+18	New	+$3.03K	﹤0.01%	398

Other funds holding MRNA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

WR Wealth Planners's MRNA Position: Q4 2024 in Review

WR Wealth Planners increased its Moderna (MRNA) stake by 29% in Q4 2024, buying an estimated $96 and bringing the position to 9 shares worth $374. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

WR Wealth Planners first reported a position in MRNA in Q1 2022 and has held it in 11 quarters since. The position peaked at $4.3K in Q1 2023. 746 funds tracked by Wall St. Rank hold MRNA as of Q4 2024.

WR Wealth Planners held 9 shares of Moderna worth $374 as of Q4 2024.
WR Wealth Planners bought 2 Moderna shares in Q4 2024, an estimated $96.
Moderna made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1020 holding.
WR Wealth Planners first reported a position in Moderna in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Moderna position peaked at $4.3K in Q1 2023.
746 funds tracked by Wall St. Rank held Moderna as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.