UCFA
NVAX icon

United Capital Financial Advisors’s Novavax NVAX Stock Holding History

United Capital Financial 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
2021
Q4 		– Sell
-1,211
Closed -$251K – 1234
2021
Q3 		$251K Buy
+1,211
New +$267K ﹤0.01% 1072
2019
Q2 		– Sell
-1,152
Closed -$12K – 1488
2019
Q1 		$12K Buy
+1,152
New +$36.4K ﹤0.01% 1349

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

United Capital Financial Advisors's NVAX Position: Q4 2021 in Review

United Capital Financial Advisors sold out of Novavax (NVAX) in Q4 2021, closing a stake of 1,211 shares — an estimated $251K sold.

United Capital Financial Advisors first reported a position in NVAX in Q1 2019 and held it in 2 quarters. The position peaked at $251K in Q3 2021. 430 funds tracked by Wall St. Rank hold NVAX as of Q4 2021.

  • United Capital Financial Advisors reported no remaining Novavax position as of Q4 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 1,211 Novavax shares in Q4 2021, an estimated $251K.
  • United Capital Financial Advisors first reported a position in Novavax in Q1 2019 and held it in 2 quarters.
  • United Capital Financial Advisors's Novavax position peaked at $251K in Q3 2021.
  • 430 funds tracked by Wall St. Rank held Novavax as of Q4 2021.

Based on United Capital Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.