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Mount Yale Investment Advisors’s Novavax NVAX Stock Holding History

Mount Yale Investment Advisors’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
2018
Q4 		– Sell
-50
Closed -$2K – 618
2018
Q3 		$2K Hold
50
– – ﹤0.01% 906
2018
Q2 		$1K Buy
+50
New +$1.69K ﹤0.01% 934

Other funds holding NVAX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BB
BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Yale Investment Advisors's NVAX Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Novavax (NVAX) in Q4 2018, closing a stake of 50 shares — an estimated $2K sold.

Mount Yale Investment Advisors first reported a position in NVAX in Q2 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 167 funds tracked by Wall St. Rank hold NVAX as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Novavax position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 50 Novavax shares in Q4 2018, an estimated $2K.
  • Mount Yale Investment Advisors first reported a position in Novavax in Q2 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Novavax position peaked at $2K in Q3 2018.
  • 167 funds tracked by Wall St. Rank held Novavax as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.