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Benchmark Financial Wealth Advisors’s Novavax NVAX Stock Holding History

Benchmark Financial 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
2020
Q3 		– Sell
-2,500
Closed -$208K – 65
2020
Q2 		$208K Buy
+2,500
New +$95.6K 0.15% 51

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Benchmark Financial Wealth Advisors's NVAX Position: Q3 2020 in Review

Benchmark Financial Wealth Advisors sold out of Novavax (NVAX) in Q3 2020, closing a stake of 2,500 shares — an estimated $208K sold.

Benchmark Financial Wealth Advisors first reported a position in NVAX in Q2 2020 and held it in 1 quarter. The position peaked at $208K in Q2 2020. 311 funds tracked by Wall St. Rank hold NVAX as of Q3 2020.

  • Benchmark Financial Wealth Advisors reported no remaining Novavax position as of Q3 2020 after selling out during the quarter.
  • Benchmark Financial Wealth Advisors sold 2,500 Novavax shares in Q3 2020, an estimated $208K.
  • Benchmark Financial Wealth Advisors first reported a position in Novavax in Q2 2020 and held it in 1 quarter.
  • Benchmark Financial Wealth Advisors's Novavax position peaked at $208K in Q2 2020.
  • 311 funds tracked by Wall St. Rank held Novavax as of Q3 2020.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q3 2020, filed 15 Oct 2020.