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Selective Wealth Management’s Novavax NVAX Stock Holding History

Selective Wealth Management’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
-200
Closed -$10K – 814
2022
Q2 		$10K Hold
200
– – ﹤0.01% 561
2022
Q1 		$15K Hold
200
– – 0.01% 483
2021
Q4 		$29K Buy
+200
New +$34.4K 0.01% 356

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

Selective Wealth Management's NVAX Position: Q3 2022 in Review

Selective Wealth Management sold out of Novavax (NVAX) in Q3 2022, closing a stake of 200 shares — an estimated $10K sold.

Selective Wealth Management first reported a position in NVAX in Q4 2021 and held it in 3 quarters. The position peaked at $29K in Q4 2021. 253 funds tracked by Wall St. Rank hold NVAX as of Q3 2022.

  • Selective Wealth Management reported no remaining Novavax position as of Q3 2022 after selling out during the quarter.
  • Selective Wealth Management sold 200 Novavax shares in Q3 2022, an estimated $10K.
  • Selective Wealth Management first reported a position in Novavax in Q4 2021 and held it in 3 quarters.
  • Selective Wealth Management's Novavax position peaked at $29K in Q4 2021.
  • 253 funds tracked by Wall St. Rank held Novavax as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.