Buckley Wealth Management’s Novavax NVAX Stock Holding History

Buckley 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 Q3	–	Sell	-4,000	Closed	-$206K	–	130
2022 Q2	$206K	Hold	4,000	–	–	0.07%	137
2022 Q1	$295K	Hold	4,000	–	–	0.08%	122
2021 Q4	$572K	Buy	4,000 +2,000	+100%	+$344K	0.17%	93
2021 Q3	$415K	Buy	+2,000	New	+$441K	0.13%	101

Other funds holding NVAX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Buckley Wealth Management's NVAX Position: Q3 2022 in Review

Buckley Wealth Management sold out of Novavax (NVAX) in Q3 2022, closing a stake of 4,000 shares — an estimated $206K sold.

Buckley Wealth Management first reported a position in NVAX in Q3 2021 and held it in 4 quarters. The position peaked at $572K in Q4 2021. 253 funds tracked by Wall St. Rank hold NVAX as of Q3 2022.

Buckley Wealth Management reported no remaining Novavax position as of Q3 2022 after selling out during the quarter.
Buckley Wealth Management sold 4,000 Novavax shares in Q3 2022, an estimated $206K.
Buckley Wealth Management first reported a position in Novavax in Q3 2021 and held it in 4 quarters.
Buckley Wealth Management's Novavax position peaked at $572K in Q4 2021.
253 funds tracked by Wall St. Rank held Novavax as of Q3 2022.

Based on Buckley Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.