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Moderna shares owned by Berman Capital Advisors

Quarter-by-quarter ownership of Moderna (MRNA) shares owned by Berman Capital Advisors from 13F filings

Historical chart of Berman Capital Advisors investment in Moderna

Tip: Access up to 7 years of quarterly data

All positions including Moderna held by Berman Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Moderna by Berman Capital Advisors

Quarter filed Position value Share count Share price at filing
2021-09-30 $465k 1.2k 375.00
2021-06-30 $142k 850 166.67
2021-03-31 $43k 516 83.33
2020-12-31 $49k 474 103.38
2020-09-30 $14k 210 66.67
2020-06-30 $7.0k 111 63.06

More positions owned by Berman Capital Advisors

Vanguard Large-Cap Index Fund Etf (VV)
iShares Core MSCI EAFE ETF Etf (IEFA)
Vanguard Mid-Cap Index Fund Etf (VO)
iShares Edge MSCI USA Quality Etf (QUAL)
iShares Russell 1000 Growth ETF Etf (IWF)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Total World Stock Index Fund Etf (VT)
Amazon Stock (AMZN)
Vanguard Total International Stock ETF Etf (VXUS)
Spdr S&p 500 Etf Etf (SPY)
Vanguard Total Stock Market Index Fund Etf (VTI)
Vanguard Value Index Fund Etf (VTV)
Open Lending Corp Com CL A Stock (LPRO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Berman Capital Advisors

Top funds holding Moderna

Baillie Gifford & Co
Vanguard Group
BlackRock
Flagship Ventures Management
Wellington Management Company
Goldman Sachs Group
Citadel Advisors
Susquehanna International
Norges Bank Investment Management
Banque Pictet & Cie Sa
Ubs Global Asset Management Americas
Legal & General Group
Bank of New York Mellon
UBS Group
Charles Schwab Investment Management

View all funds holding Moderna