VFA
JBIO

Values First Advisors’s Jade Biosciences JBIO Stock Holding History

Values First Advisors’s Portfolio JBIO Stock Details JBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-439
Closed -$25.5K – 273
2024
Q2 		$25.5K Buy
+439
New +$291K 0.02% 162

Other funds holding JBIO

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $790M AUM 223.66% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 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
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return

Values First Advisors's JBIO Position: Q3 2024 in Review

Values First Advisors sold out of Jade Biosciences (JBIO) in Q3 2024, closing a stake of 439 shares — an estimated $25.5K sold.

Values First Advisors first reported a position in JBIO in Q2 2024 and held it in 1 quarter. The position peaked at $25.5K in Q2 2024. 72 funds tracked by Wall St. Rank hold JBIO as of Q3 2024.

  • Values First Advisors reported no remaining Jade Biosciences position as of Q3 2024 after selling out during the quarter.
  • Values First Advisors sold 439 Jade Biosciences shares in Q3 2024, an estimated $25.5K.
  • Values First Advisors first reported a position in Jade Biosciences in Q2 2024 and held it in 1 quarter.
  • Values First Advisors's Jade Biosciences position peaked at $25.5K in Q2 2024.
  • 72 funds tracked by Wall St. Rank held Jade Biosciences as of Q3 2024.

Based on Values First Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.