1776 Wealth’s Novartis NVS Stock Holding History

1776 Wealth’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
2020 Q3	–	Sell	-1,825	Closed	-$159K	–	249
2020 Q2	$159K	Sell	1,825 -2,225	-55%	-$192K	0.11%	114
2020 Q1	$357K	Buy	4,050 +2,025	+100%	+$181K	0.15%	102
2019 Q4	$191K	Buy	+2,025	New	+$182K	0.16%	102

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

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

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

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

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

1776 Wealth's NVS Position: Q3 2020 in Review

1776 Wealth sold out of Novartis (NVS) in Q3 2020, closing a stake of 1,825 shares — an estimated $159K sold.

1776 Wealth first reported a position in NVS in Q4 2019 and held it in 3 quarters. The position peaked at $357K in Q1 2020. 1,118 funds tracked by Wall St. Rank hold NVS as of Q3 2020.

1776 Wealth reported no remaining Novartis position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 1,825 Novartis shares in Q3 2020, an estimated $159K.
1776 Wealth first reported a position in Novartis in Q4 2019 and held it in 3 quarters.
1776 Wealth's Novartis position peaked at $357K in Q1 2020.
1,118 funds tracked by Wall St. Rank held Novartis as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.