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Jackson Grant Investment Advisers’s Moderna MRNA Stock Holding History

Jackson Grant Investment Advisers’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 		– Sell
-8
Closed -$535 – 405
2024
Q3 		$535 Hold
8
– – ﹤0.01% 398
2024
Q2 		$950 Hold
8
– – ﹤0.01% 392
2024
Q1 		$852 Hold
8
– – ﹤0.01% 390
2023
Q4 		$796 Hold
8
– – ﹤0.01% 387
2023
Q3 		$826 Hold
8
– – ﹤0.01% 387
2023
Q2 		$972 Hold
8
– – ﹤0.01% 405
2023
Q1 		$1.23K Buy
+8
New +$1.32K ﹤0.01% 432

Other funds holding MRNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return

Jackson Grant Investment Advisers's MRNA Position: Q4 2024 in Review

Jackson Grant Investment Advisers sold out of Moderna (MRNA) in Q4 2024, closing a stake of 8 shares — an estimated $535 sold.

Jackson Grant Investment Advisers first reported a position in MRNA in Q1 2023 and held it in 7 quarters. The position peaked at $1.23K in Q1 2023. 746 funds tracked by Wall St. Rank hold MRNA as of Q4 2024.

  • Jackson Grant Investment Advisers reported no remaining Moderna position as of Q4 2024 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 8 Moderna shares in Q4 2024, an estimated $535.
  • Jackson Grant Investment Advisers first reported a position in Moderna in Q1 2023 and held it in 7 quarters.
  • Jackson Grant Investment Advisers's Moderna position peaked at $1.23K in Q1 2023.
  • 746 funds tracked by Wall St. Rank held Moderna as of Q4 2024.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2024, filed 27 Jan 2025.