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Moderna shares owned by New Insight Wealth Advisors

Quarter-by-quarter ownership of Moderna (MRNA) shares owned by New Insight Wealth Advisors from 13F filings

Historical chart of New Insight Wealth Advisors investment in Moderna

Tip: Access up to 7 years of quarterly data

All positions including Moderna held by New Insight Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Moderna by New Insight Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $937k 8.8k 106.56
2023-12-31 $879k 8.8k 99.45

More positions owned by New Insight Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Mid Cap Etf (VO)
Simon Property (SPG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Tesla Motors (TSLA)
Vanguard World Inf Tech Etf (VGT)
Amazon (AMZN)
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Global Tech Etf (IXN)
Wp Carey (WPC)

View all positions for New Insight Wealth Advisors

Top funds holding Moderna

Baillie Gifford & Co
Vanguard Group
BlackRock
State Street Corporation
FMR
Flagship Ventures Management
Theleme Partners
Geode Capital Management
Wellington Management Company
Morgan Stanley
Susquehanna International
Citadel Advisors
Goldman Sachs Group
Ubs Global Asset Management Americas
Capital World Investors

View all funds holding Moderna