Wetzel Investment Advisors »

Moderna shares owned by Wetzel Investment Advisors

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

Historical chart of Wetzel Investment Advisors investment in Moderna

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Moderna by Wetzel Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $213k 3.2k 66.83
2024-06-30 $1.0M 3.5k 287.00
2024-03-31 $325k 3.2k 102.00
2023-12-31 $347k 3.5k 99.43

More positions owned by Wetzel Investment Advisors

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Morningstar Divid L SHS (FDL)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Conv Bd Etf (ICVT)

View all positions for Wetzel Investment Advisors

Top funds holding Moderna

Baillie Gifford & Co
Vanguard Group
BlackRock
BlackRock
State Street Corporation
Susquehanna International
Geode Capital Management
Morgan Stanley
Citadel Advisors
Flagship Ventures Management
Goldman Sachs Group
Invesco
Banque Pictet & Cie Sa
Manufacturers Life Insurance Company
Jane Street

View all funds holding Moderna