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Financial Advocates Investment Management’s Vaxcyte PCVX Stock Holding History

Financial Advocates Investment Management’s Portfolio PCVX Stock Details PCVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,564
Closed -$219K – 801
2022
Q4 		$219K Buy
+4,564
New +$179K 0.02% 659

Other funds holding PCVX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
MVM
Medicxi Ventures Management St. Helier, Jersey $177M AUM 212.06% 1-Year Est. Return

Financial Advocates Investment Management's PCVX Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of Vaxcyte (PCVX) in Q1 2023, closing a stake of 4,564 shares — an estimated $219K sold.

Financial Advocates Investment Management first reported a position in PCVX in Q4 2022 and held it in 1 quarter. The position peaked at $219K in Q4 2022. 187 funds tracked by Wall St. Rank hold PCVX as of Q1 2023.

  • Financial Advocates Investment Management reported no remaining Vaxcyte position as of Q1 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,564 Vaxcyte shares in Q1 2023, an estimated $219K.
  • Financial Advocates Investment Management first reported a position in Vaxcyte in Q4 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Vaxcyte position peaked at $219K in Q4 2022.
  • 187 funds tracked by Wall St. Rank held Vaxcyte as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.