SEC 13F Intelligence

Paradigm Financial Advisors, LLC / MRNA

Paradigm Financial Advisors, LLC’s Moderna Inc Position

Does Paradigm Financial Advisors, LLC own Moderna Inc (MRNA)? Yes — 28.7K shares worth $7M (+1.61% of its 13F portfolio) as of Q4 2021, down from 30.9K shares the prior filed quarter.

Position Value
$7M
Q4 2021
Shares
28.7K
% of Portfolio
+1.61%
Quarters Held
5
currently held

Position History MRNA

Reported value by quarter
Q4 ’20: $3MQ4 ’20Q1 ’21: $4MQ1 ’21Q2 ’21: $8MQ2 ’21Q3 ’21: $12MQ3 ’21Q4 ’21: $7MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202128.7K$7M+1.61%
Q3 202130.9K$12M+2.74%
Q2 202132.1K$8M+1.68%
Q1 202132.8K$4M+1.04%
Q4 202033.3K$3M+0.94%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Paradigm Financial Advisors, LLC’s full portfolio or all institutional holders of MRNA.