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Bedel Financial Consulting’s Novavax NVAX Stock Holding History

Bedel Financial Consulting’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
-121
Closed -$9K – 640
2022
Q1 		$9K Hold
121
– – ﹤0.01% 694
2021
Q4 		$17K Buy
121
+5
+4% +$859 0.01% 603
2021
Q3 		$24K Hold
116
– – 0.01% 517
2021
Q2 		$25K Sell
116
-250
-68% -$45.8K 0.01% 516
2021
Q1 		$66K Hold
366
– – 0.03% 331
2020
Q4 		$41K Buy
366
+116
+46% +$12.3K 0.02% 341
2020
Q3 		$27K Buy
+250
New +$30.5K 0.01% 388

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

Bedel Financial Consulting's NVAX Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Novavax (NVAX) in Q2 2022, closing a stake of 121 shares — an estimated $9K sold.

Bedel Financial Consulting first reported a position in NVAX in Q3 2020 and held it in 7 quarters. The position peaked at $66K in Q1 2021. 325 funds tracked by Wall St. Rank hold NVAX as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Novavax position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 121 Novavax shares in Q2 2022, an estimated $9K.
  • Bedel Financial Consulting first reported a position in Novavax in Q3 2020 and held it in 7 quarters.
  • Bedel Financial Consulting's Novavax position peaked at $66K in Q1 2021.
  • 325 funds tracked by Wall St. Rank held Novavax as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.