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Blue Chip Wealth Management’s Novavax NVAX Stock Holding History

Blue Chip 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
2020
Q3 		$347K Buy
3,198
+15
+0.5% +$1.83K 0.27% 72
2020
Q2 		$265K Buy
+3,183
New +$122K 0.25% 79

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

Blue Chip Wealth Management's NVAX Position: Q3 2020 in Review

Blue Chip Wealth Management increased its Novavax (NVAX) stake by 0.47% in Q3 2020, buying an estimated $1.83K and bringing the position to 3,198 shares worth $347K. The position accounts for 0.27% of the portfolio, ranked #72.

Blue Chip Wealth Management first reported a position in NVAX in Q2 2020 and has held it in 2 quarters since. 311 funds tracked by Wall St. Rank hold NVAX as of Q3 2020.

  • Blue Chip Wealth Management held 3,198 shares of Novavax worth $347K as of Q3 2020.
  • Blue Chip Wealth Management bought 15 Novavax shares in Q3 2020, an estimated $1.83K.
  • Novavax made up 0.27% of Blue Chip Wealth Management's portfolio in Q3 2020, its #72 holding.
  • Blue Chip Wealth Management first reported a position in Novavax in Q2 2020 and has held it in 2 quarters since.
  • 311 funds tracked by Wall St. Rank held Novavax as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.