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Joseph P. Lucia & Associates’s Novavax NVAX Stock Holding History

Joseph P. Lucia & Associates’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
-56
Closed -$3K – 330
2022
Q2 		$3K Hold
56
– – ﹤0.01% 379
2022
Q1 		$4K Buy
+56
New +$4.99K ﹤0.01% 369
2021
Q4 		– Sell
-56
Closed -$12K – 408
2021
Q3 		$12K Hold
56
– – 0.01% 360
2021
Q2 		$12K Hold
56
– – 0.01% 369
2021
Q1 		$10K Hold
56
– – ﹤0.01% 361
2020
Q4 		$6K Buy
+56
New +$5.95K ﹤0.01% 382
2020
Q3 		– Sell
-50
Closed -$4K – 328
2020
Q2 		$4K Hold
50
– – ﹤0.01% 391
2020
Q1 		$1K Buy
+50
New +$423 ﹤0.01% 425

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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 $1.61T AUM 30.72% 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

Joseph P. Lucia & Associates's NVAX Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Novavax (NVAX) in Q3 2022, closing a stake of 56 shares — an estimated $3K sold.

Joseph P. Lucia & Associates first reported a position in NVAX in Q1 2020 and held it in 8 quarters. The position peaked at $12K in Q3 2021. 253 funds tracked by Wall St. Rank hold NVAX as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining Novavax position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 56 Novavax shares in Q3 2022, an estimated $3K.
  • Joseph P. Lucia & Associates first reported a position in Novavax in Q1 2020 and held it in 8 quarters.
  • Joseph P. Lucia & Associates's Novavax position peaked at $12K in Q3 2021.
  • 253 funds tracked by Wall St. Rank held Novavax as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.