BWA
NVAX icon

BDO Wealth Advisors’s Novavax NVAX Stock Holding History

BDO Wealth Advisors’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
2023
Q1 		– Sell
-5
Closed -$51 – 1084
2022
Q4 		$51 Hold
5
– – ﹤0.01% 1004
2022
Q3 		$0 Hold
5
– – ﹤0.01% 1102
2022
Q2 		$0 Hold
5
– – ﹤0.01% 1091
2022
Q1 		$0 Hold
5
– – ﹤0.01% 1113
2021
Q4 		$1K Sell
5
-50
-91% -$8.59K ﹤0.01% 1036
2021
Q3 		$11K Buy
55
+25
+83% +$5.51K ﹤0.01% 710
2021
Q2 		$6K Hold
30
– – ﹤0.01% 842
2021
Q1 		$5K Sell
30
-165
-85% -$32.9K ﹤0.01% 846
2020
Q4 		$22K Buy
+195
New +$20.7K ﹤0.01% 456

Other funds holding NVAX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $526M AUM 46.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BDO Wealth Advisors's NVAX Position: Q1 2023 in Review

BDO Wealth Advisors sold out of Novavax (NVAX) in Q1 2023, closing a stake of 5 shares — an estimated $51 sold.

BDO Wealth Advisors first reported a position in NVAX in Q4 2020 and held it in 9 quarters. The position peaked at $22K in Q4 2020. 222 funds tracked by Wall St. Rank hold NVAX as of Q1 2023.

  • BDO Wealth Advisors reported no remaining Novavax position as of Q1 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 5 Novavax shares in Q1 2023, an estimated $51.
  • BDO Wealth Advisors first reported a position in Novavax in Q4 2020 and held it in 9 quarters.
  • BDO Wealth Advisors's Novavax position peaked at $22K in Q4 2020.
  • 222 funds tracked by Wall St. Rank held Novavax as of Q1 2023.

Based on BDO Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.