1 North Wealth Services’s Novartis NVS Stock Holding History

1 North Wealth Services’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$3K	Hold	30	–	–	﹤0.01%	296
2019 Q3	$3K	Buy	+30	New	+$2.69K	﹤0.01%	261
2019 Q1	$3K	Hold	33	–	–	﹤0.01%	242
2018 Q4	$3K	Buy	+33	New	+$2.57K	﹤0.01%	235

Other funds holding NVS

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

1 North Wealth Services's NVS Position: Q4 2019 in Review

1 North Wealth Services held its Novartis (NVS) position steady in Q4 2019 at 30 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

1 North Wealth Services first reported a position in NVS in Q4 2018 and has held it in 4 quarters since. 1,172 funds tracked by Wall St. Rank hold NVS as of Q4 2019.

1 North Wealth Services held 30 shares of Novartis worth $3K as of Q4 2019.
1 North Wealth Services left its Novartis share count unchanged in Q4 2019.
Novartis made up ﹤0.01% of 1 North Wealth Services's portfolio in Q4 2019, its #296 holding.
1 North Wealth Services first reported a position in Novartis in Q4 2018 and has held it in 4 quarters since.
1,172 funds tracked by Wall St. Rank held Novartis as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.