JWM
MRNA icon

Jupiter Wealth Management’s Moderna MRNA Stock Holding History

Jupiter 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
2024
Q3 		– Sell
-2,000
Closed -$238K – 100
2024
Q2 		$238K Hold
2,000
– – 0.13% 80
2024
Q1 		$244K Buy
+2,000
New +$202K 0.13% 80
2023
Q3 		– Sell
-2,000
Closed -$243K – 90
2023
Q2 		$243K Hold
2,000
– – 0.21% 60
2023
Q1 		$307K Hold
2,000
– – 0.28% 51
2022
Q4 		$359K Buy
2,000
+1,000
+100% +$164K 0.35% 44
2022
Q3 		$118K Hold
1,000
– – 0.12% 63
2022
Q2 		$142K Sell
1,000
-600
-38% -$85.8K 0.13% 60
2022
Q1 		$275K Sell
1,600
-1,584
-50% -$267K 0.17% 72
2021
Q4 		$808K Buy
3,184
+463
+17% +$135K 0.42% 48
2021
Q3 		$623K Sell
2,721
-13,933
-84% -$5.14M 0.29% 63
2021
Q2 		$6.89M Sell
16,654
-661
-4% -$118K 3.3% 10
2021
Q1 		$3.04M Buy
17,315
+4,775
+38% +$692K 1.54% 24
2020
Q4 		$1.31M Buy
12,540
+6,040
+93% +$611K 0.8% 33
2020
Q3 		$460K Sell
6,500
-20,158
-76% -$1.41M 0.32% 44
2020
Q2 		$2.2M Buy
26,658
+10,714
+67% +$587K 1.1% 29
2020
Q1 		$764K Buy
15,944
+3,077
+24% +$70.8K 0.44% 38
2019
Q4 		$257K Hold
12,867
– – 0.12% 73
2019
Q3 		$205K Sell
12,867
-3,585
-22% -$53K 0.11% 75
2019
Q2 		$231K Buy
16,452
+405
+3% +$8.7K 0.11% 74
2019
Q1 		$361K Buy
+16,047
New +$298K 0.17% 60

Other funds holding MRNA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jupiter Wealth Management's MRNA Position: Q3 2024 in Review

Jupiter Wealth Management sold out of Moderna (MRNA) in Q3 2024, closing a stake of 2,000 shares — an estimated $238K sold.

Jupiter Wealth Management first reported a position in MRNA in Q1 2019 and held it in 20 quarters. The position peaked at $6.89M in Q2 2021. 788 funds tracked by Wall St. Rank hold MRNA as of Q3 2024.

  • Jupiter Wealth Management reported no remaining Moderna position as of Q3 2024 after selling out during the quarter.
  • Jupiter Wealth Management sold 2,000 Moderna shares in Q3 2024, an estimated $238K.
  • Jupiter Wealth Management first reported a position in Moderna in Q1 2019 and held it in 20 quarters.
  • Jupiter Wealth Management's Moderna position peaked at $6.89M in Q2 2021.
  • 788 funds tracked by Wall St. Rank held Moderna as of Q3 2024.

Based on Jupiter Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.