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Institutional & Family Asset Management’s Novavax NVAX Stock Holding History

Institutional & Family Asset 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
2021
Q2 		– Sell
-4
Closed -$1K – 992
2021
Q1 		$1K Sell
4
-2
-33% -$399 ﹤0.01% 881
2020
Q4 		$1K Hold
6
– – ﹤0.01% 843
2020
Q3 		$1K Buy
+6
New +$731 ﹤0.01% 799

Other funds holding NVAX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Institutional & Family Asset Management's NVAX Position: Q2 2021 in Review

Institutional & Family Asset Management sold out of Novavax (NVAX) in Q2 2021, closing a stake of 4 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in NVAX in Q3 2020 and held it in 3 quarters. The position peaked at $1K in Q1 2021. 408 funds tracked by Wall St. Rank hold NVAX as of Q2 2021.

  • Institutional & Family Asset Management reported no remaining Novavax position as of Q2 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 4 Novavax shares in Q2 2021, an estimated $1K.
  • Institutional & Family Asset Management first reported a position in Novavax in Q3 2020 and held it in 3 quarters.
  • Institutional & Family Asset Management's Novavax position peaked at $1K in Q1 2021.
  • 408 funds tracked by Wall St. Rank held Novavax as of Q2 2021.

Based on Institutional & Family Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.