Wealthcare Advisory Partners’s Novavax NVAX Stock Holding History

Wealthcare Advisory Partners’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	-1,285	Closed	-$266K	–	602
2021 Q3	$266K	Buy	+1,285	New	+$283K	0.02%	447
2021 Q2	–	Sell	-407	Closed	-$74K	–	1403
2021 Q1	$74K	Buy	+407	New	+$81.1K	0.01%	759
2020 Q2	–	Sell	-850	Closed	-$12K	–	1022
2020 Q1	$12K	Buy	+850	New	+$7.19K	﹤0.01%	875

Other funds holding NVAX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthcare Advisory Partners's NVAX Position: Q4 2021 in Review

Wealthcare Advisory Partners sold out of Novavax (NVAX) in Q4 2021, closing a stake of 1,285 shares — an estimated $266K sold.

Wealthcare Advisory Partners first reported a position in NVAX in Q1 2020 and held it in 3 quarters. The position peaked at $266K in Q3 2021. 429 funds tracked by Wall St. Rank hold NVAX as of Q4 2021.

Wealthcare Advisory Partners reported no remaining Novavax position as of Q4 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,285 Novavax shares in Q4 2021, an estimated $266K.
Wealthcare Advisory Partners first reported a position in Novavax in Q1 2020 and held it in 3 quarters.
Wealthcare Advisory Partners's Novavax position peaked at $266K in Q3 2021.
429 funds tracked by Wall St. Rank held Novavax as of Q4 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2021, filed 11 Feb 2022.