JIP
MRNA icon

Jaffetilchin Investment Partners’s Moderna MRNA Stock Holding History

Jaffetilchin Investment Partners’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
-300
Closed -$20K – 927
2024
Q3 		$20K Buy
+300
New +$27.5K ﹤0.01% 768
2021
Q4 		– Sell
-587
Closed -$226K – 370
2021
Q3 		$226K Buy
+587
New +$216K 0.02% 323

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 $110B AUM 4.8% 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

Jaffetilchin Investment Partners's MRNA Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Moderna (MRNA) in Q4 2024, closing a stake of 300 shares — an estimated $20K sold.

Jaffetilchin Investment Partners first reported a position in MRNA in Q3 2021 and held it in 2 quarters. The position peaked at $226K in Q3 2021. 746 funds tracked by Wall St. Rank hold MRNA as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Moderna position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 300 Moderna shares in Q4 2024, an estimated $20K.
  • Jaffetilchin Investment Partners first reported a position in Moderna in Q3 2021 and held it in 2 quarters.
  • Jaffetilchin Investment Partners's Moderna position peaked at $226K in Q3 2021.
  • 746 funds tracked by Wall St. Rank held Moderna as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.