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IAG Wealth Partners’s Novavax NVAX Stock Holding History

IAG Wealth Partners’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
2024
Q4 		– Sell
-61
Closed -$770 – 530
2024
Q3 		$770 Hold
61
– – ﹤0.01% 470
2024
Q2 		$772 Hold
61
– – ﹤0.01% 473
2024
Q1 		$292 Hold
61
– – ﹤0.01% 435
2023
Q4 		$293 Hold
61
– – ﹤0.01% 413
2023
Q3 		$442 Hold
61
– – ﹤0.01% 432
2023
Q2 		$453 Hold
61
– – ﹤0.01% 434
2023
Q1 		$423 Hold
61
– – ﹤0.01% 435
2022
Q4 		$627 Hold
61
– – ﹤0.01% 416
2022
Q3 		$1K Hold
61
– – ﹤0.01% 416
2022
Q2 		$3K Sell
61
-53
-46% -$2.75K ﹤0.01% 375
2022
Q1 		$8K Hold
114
– – ﹤0.01% 320
2021
Q4 		$16K Hold
114
– – 0.01% 245
2021
Q3 		$24K Hold
114
– – 0.01% 185
2021
Q2 		$25K Hold
114
– – 0.01% 172
2021
Q1 		$21K Buy
+114
New +$22.7K 0.01% 178

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
SCM
Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
S
Sanofi Paris, France $336M AUM 126.85% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

IAG Wealth Partners's NVAX Position: Q4 2024 in Review

IAG Wealth Partners sold out of Novavax (NVAX) in Q4 2024, closing a stake of 61 shares — an estimated $770 sold.

IAG Wealth Partners first reported a position in NVAX in Q1 2021 and held it in 15 quarters. The position peaked at $25K in Q2 2021. 234 funds tracked by Wall St. Rank hold NVAX as of Q4 2024.

  • IAG Wealth Partners reported no remaining Novavax position as of Q4 2024 after selling out during the quarter.
  • IAG Wealth Partners sold 61 Novavax shares in Q4 2024, an estimated $770.
  • IAG Wealth Partners first reported a position in Novavax in Q1 2021 and held it in 15 quarters.
  • IAG Wealth Partners's Novavax position peaked at $25K in Q2 2021.
  • 234 funds tracked by Wall St. Rank held Novavax as of Q4 2024.

Based on IAG Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.