PFG
NVAX icon

Piershale Financial Group’s Novavax NVAX Stock Holding History

Piershale 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
2015
Q1 		– Sell
-150
Closed -$18K – 159
2014
Q4 		$18K Buy
+150
New +$15.7K 0.01% 74

Other funds holding NVAX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BB
BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Piershale Financial Group's NVAX Position: Q1 2015 in Review

Piershale Financial Group sold out of Novavax (NVAX) in Q1 2015, closing a stake of 150 shares — an estimated $18K sold.

Piershale Financial Group first reported a position in NVAX in Q4 2014 and held it in 1 quarter. The position peaked at $18K in Q4 2014. 167 funds tracked by Wall St. Rank hold NVAX as of Q1 2015.

  • Piershale Financial Group reported no remaining Novavax position as of Q1 2015 after selling out during the quarter.
  • Piershale Financial Group sold 150 Novavax shares in Q1 2015, an estimated $18K.
  • Piershale Financial Group first reported a position in Novavax in Q4 2014 and held it in 1 quarter.
  • Piershale Financial Group's Novavax position peaked at $18K in Q4 2014.
  • 167 funds tracked by Wall St. Rank held Novavax as of Q1 2015.

Based on Piershale Financial Group's 13F filing for Q1 2015, filed 15 Apr 2015.