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Jeppson Wealth Management’s Novavax NVAX Stock Holding History

Jeppson 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
2020
Q4 		– Sell
-147
Closed -$16K – 343
2020
Q3 		$16K Buy
+147
New +$17.9K 0.01% 351

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
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jeppson Wealth Management's NVAX Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Novavax (NVAX) in Q4 2020, closing a stake of 147 shares — an estimated $16K sold.

Jeppson Wealth Management first reported a position in NVAX in Q3 2020 and held it in 1 quarter. The position peaked at $16K in Q3 2020. 347 funds tracked by Wall St. Rank hold NVAX as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Novavax position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 147 Novavax shares in Q4 2020, an estimated $16K.
  • Jeppson Wealth Management first reported a position in Novavax in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Novavax position peaked at $16K in Q3 2020.
  • 347 funds tracked by Wall St. Rank held Novavax as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.