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LifePlan Financial Group’s Novavax NVAX Stock Holding History

LifePlan Financial Group’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
Q3 		$3K Buy
26
+23
+767% +$2.8K ﹤0.01% 514
2020
Q2 		$0 Buy
+3
New +$115 ﹤0.01% 582

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

LifePlan Financial Group's NVAX Position: Q3 2020 in Review

LifePlan Financial Group increased its Novavax (NVAX) stake by 767% in Q3 2020, buying an estimated $2.8K and bringing the position to 26 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

LifePlan Financial Group first reported a position in NVAX in Q2 2020 and has held it in 2 quarters since. 311 funds tracked by Wall St. Rank hold NVAX as of Q3 2020.

  • LifePlan Financial Group held 26 shares of Novavax worth $3K as of Q3 2020.
  • LifePlan Financial Group bought 23 Novavax shares in Q3 2020, an estimated $2.8K.
  • Novavax made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #514 holding.
  • LifePlan Financial Group first reported a position in Novavax in Q2 2020 and has held it in 2 quarters since.
  • 311 funds tracked by Wall St. Rank held Novavax as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.