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Financial Advocates Investment Management’s Novavax NVAX Stock Holding History

Financial Advocates Investment 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
-13,133
Closed -$676K – 805
2022
Q2 		$676K Buy
13,133
+3,045
+30% +$158K 0.05% 331
2022
Q1 		$743K Sell
10,088
-47,935
-83% -$4.27M 0.05% 358
2021
Q4 		$3.52M Buy
58,023
+26,432
+84% +$4.54M 0.22% 112
2021
Q3 		$5.08M Buy
31,591
+25,816
+447% +$5.69M 0.34% 66
2021
Q2 		$1.62M Buy
+5,775
New +$1.06M 0.11% 233
2021
Q1 		– Sell
-1,293
Closed -$258K – 782
2020
Q4 		$726K Buy
+1,293
New +$137K 0.05% 370
2019
Q2 		– Sell
-1,000
Closed -$11K – 481
2019
Q1 		$11K Buy
+1,000
New +$31.6K ﹤0.01% 457

Other funds holding NVAX

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Financial Advocates Investment Management's NVAX Position: Q3 2022 in Review

Financial Advocates Investment Management sold out of Novavax (NVAX) in Q3 2022, closing a stake of 13,133 shares — an estimated $676K sold.

Financial Advocates Investment Management first reported a position in NVAX in Q1 2019 and held it in 7 quarters. The position peaked at $5.08M in Q3 2021. 254 funds tracked by Wall St. Rank hold NVAX as of Q3 2022.

  • Financial Advocates Investment Management reported no remaining Novavax position as of Q3 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 13,133 Novavax shares in Q3 2022, an estimated $676K.
  • Financial Advocates Investment Management first reported a position in Novavax in Q1 2019 and held it in 7 quarters.
  • Financial Advocates Investment Management's Novavax position peaked at $5.08M in Q3 2021.
  • 254 funds tracked by Wall St. Rank held Novavax as of Q3 2022.

Based on Financial Advocates Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.