JWM
MRNA icon

Jackson Wealth Management’s Moderna MRNA Stock Holding History

Jackson Wealth Management’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
2021
Q1 		– Sell
-3,010
Closed -$314K – 136
2020
Q4 		$314K Hold
3,010
– – 0.04% 124
2020
Q3 		$213K Buy
+3,010
New +$210K 0.03% 119

Other funds holding MRNA

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
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Jackson Wealth Management's MRNA Position: Q1 2021 in Review

Jackson Wealth Management sold out of Moderna (MRNA) in Q1 2021, closing a stake of 3,010 shares — an estimated $314K sold.

Jackson Wealth Management first reported a position in MRNA in Q3 2020 and held it in 2 quarters. The position peaked at $314K in Q4 2020. 776 funds tracked by Wall St. Rank hold MRNA as of Q1 2021.

  • Jackson Wealth Management reported no remaining Moderna position as of Q1 2021 after selling out during the quarter.
  • Jackson Wealth Management sold 3,010 Moderna shares in Q1 2021, an estimated $314K.
  • Jackson Wealth Management first reported a position in Moderna in Q3 2020 and held it in 2 quarters.
  • Jackson Wealth Management's Moderna position peaked at $314K in Q4 2020.
  • 776 funds tracked by Wall St. Rank held Moderna as of Q1 2021.

Based on Jackson Wealth Management's 13F filing for Q1 2021, filed 12 Apr 2021.