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B. Riley Wealth Management’s Novavax NVAX Stock Holding History

B. Riley Wealth Management’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 		$259 Buy
5,044
+909
+22% +$47.1K ﹤0.01% 581
2022
Q1 		$305K Buy
4,135
+2,145
+108% +$191K 0.02% 442
2021
Q4 		$285K Sell
1,990
-3,090
-61% -$531K 0.02% 487
2021
Q3 		$1.05M Buy
+5,080
New +$1.12M 0.08% 217
2019
Q1 		– Sell
-3,853
Closed -$142K – 417
2018
Q4 		$142K Buy
3,853
+2,607
+209% +$101K 0.03% 317
2018
Q3 		$47K Buy
+1,246
New +$35.1K 0.01% 320

Other funds holding NVAX

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

B. Riley Wealth Management's NVAX Position: Q2 2022 in Review

B. Riley Wealth Management increased its Novavax (NVAX) stake by 22% in Q2 2022, buying an estimated $47.1K and bringing the position to 5,044 shares worth $259. The position accounts for ﹤0.01% of the portfolio, ranked #581.

B. Riley Wealth Management first reported a position in NVAX in Q3 2018 and has held it in 6 quarters since. The position peaked at $1.05M in Q3 2021. 325 funds tracked by Wall St. Rank hold NVAX as of Q2 2022.

  • B. Riley Wealth Management held 5,044 shares of Novavax worth $259 as of Q2 2022.
  • B. Riley Wealth Management bought 909 Novavax shares in Q2 2022, an estimated $47.1K.
  • Novavax made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #581 holding.
  • B. Riley Wealth Management first reported a position in Novavax in Q3 2018 and has held it in 6 quarters since.
  • B. Riley Wealth Management's Novavax position peaked at $1.05M in Q3 2021.
  • 325 funds tracked by Wall St. Rank held Novavax as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.