OIA
NVAX icon

Optimum Investment Advisors’s Novavax NVAX Stock Holding History

Optimum 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
2020
Q4 		– Sell
-550
Closed -$60K – 925
2020
Q3 		$60K Sell
550
-1,450
-73% -$177K 0.02% 414
2020
Q2 		$167K Buy
+2,000
New +$76.5K 0.06% 256
2015
Q1 		$5K Buy
+30
New +$4.87K ﹤0.01% 887

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

Optimum Investment Advisors's NVAX Position: Q4 2020 in Review

Optimum Investment Advisors sold out of Novavax (NVAX) in Q4 2020, closing a stake of 550 shares — an estimated $60K sold.

Optimum Investment Advisors first reported a position in NVAX in Q1 2015 and held it in 3 quarters. The position peaked at $167K in Q2 2020. 347 funds tracked by Wall St. Rank hold NVAX as of Q4 2020.

  • Optimum Investment Advisors reported no remaining Novavax position as of Q4 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 550 Novavax shares in Q4 2020, an estimated $60K.
  • Optimum Investment Advisors first reported a position in Novavax in Q1 2015 and held it in 3 quarters.
  • Optimum Investment Advisors's Novavax position peaked at $167K in Q2 2020.
  • 347 funds tracked by Wall St. Rank held Novavax as of Q4 2020.

Based on Optimum Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.