Avantax Advisory Services’s Novavax NVAX Stock Holding History

Avantax Advisory Services’s Portfolio NVAX Stock Details NVAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,946	Closed	-$218K	–	1362
2022 Q1	$218K	Sell	2,946 -2,181	-43%	-$194K	﹤0.01%	1153
2021 Q4	$734K	Buy	5,127 +604	+13%	+$104K	0.01%	619
2021 Q3	$932K	Buy	4,523 +362	+9%	+$79.8K	0.02%	509
2021 Q2	$881K	Buy	4,161 +1,036	+33%	+$190K	0.02%	510
2021 Q1	$569K	Buy	3,125 +427	+16%	+$85.1K	0.01%	587
2020 Q4	$302K	Sell	2,698 -8,430	-76%	-$896K	0.01%	723
2020 Q3	$1.2M	Buy	+11,128	New	+$1.36M	0.02%	489

Other funds holding NVAX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Avantax Advisory Services's NVAX Position: Q2 2022 in Review

Avantax Advisory Services sold out of Novavax (NVAX) in Q2 2022, closing a stake of 2,946 shares — an estimated $218K sold.

Avantax Advisory Services first reported a position in NVAX in Q3 2020 and held it in 7 quarters. The position peaked at $1.2M in Q3 2020. 325 funds tracked by Wall St. Rank hold NVAX as of Q2 2022.

Avantax Advisory Services reported no remaining Novavax position as of Q2 2022 after selling out during the quarter.
Avantax Advisory Services sold 2,946 Novavax shares in Q2 2022, an estimated $218K.
Avantax Advisory Services first reported a position in Novavax in Q3 2020 and held it in 7 quarters.
Avantax Advisory Services's Novavax position peaked at $1.2M in Q3 2020.
325 funds tracked by Wall St. Rank held Novavax as of Q2 2022.

Based on Avantax Advisory Services's 13F filing for Q2 2022, filed 2 Aug 2022.