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Advisor Group’s Novartis NVS Stock Holding History

Advisor Group’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 		$5.54M Sell
58,525
-344
-0.6% -$30.9K 0.04% 383
2019
Q3 		$5.12M Buy
58,869
+1,468
+3% +$132K 0.04% 403
2019
Q2 		$5.24M Sell
57,401
-2,961
-5% -$251K 0.04% 375
2019
Q1 		$5.2M Buy
60,362
+3,995
+7% +$321K 0.04% 366
2018
Q4 		$4.34M Buy
56,367
+5,063
+10% +$394K 0.04% 354
2018
Q3 		$3.96M Buy
51,304
+9,408
+22% +$695K 0.04% 394
2018
Q2 		$2.84M Sell
41,896
-8,012
-16% -$553K 0.04% 418
2018
Q1 		$3.62M Sell
49,908
-16,302
-25% -$1.24M 0.05% 343
2017
Q4 		$4.98M Buy
66,210
+17,212
+35% +$1.3M 0.07% 263
2017
Q3 		$3.77M Buy
48,998
+4,837
+11% +$365K 0.06% 300
2017
Q2 		$3.31M Sell
44,161
-3,122
-7% -$221K 0.06% 321
2017
Q1 		$3.15M Buy
47,283
+2,370
+5% +$158K 0.06% 320
2016
Q4 		$2.93M Buy
44,913
+7,575
+20% +$491K 0.07% 303
2016
Q3 		$2.64M Buy
37,338
+3,842
+11% +$280K 0.06% 329
2016
Q2 		$2.47M Buy
+33,496
New +$2.31M 0.07% 319

Other funds holding NVS

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Advisor Group's NVS Position: Q4 2019 in Review

Advisor Group reduced its Novartis (NVS) stake by 0.58% in Q4 2019, selling an estimated $30.9K and leaving 58,525 shares worth $5.54M. The position accounts for 0.04% of the portfolio, ranked #383.

Advisor Group first reported a position in NVS in Q2 2016 and has held it in 15 quarters since. 1,172 funds tracked by Wall St. Rank hold NVS as of Q4 2019.

  • Advisor Group held 58,525 shares of Novartis worth $5.54M as of Q4 2019.
  • Advisor Group sold 344 Novartis shares in Q4 2019, an estimated $30.9K.
  • Novartis made up 0.04% of Advisor Group's portfolio in Q4 2019, its #383 holding.
  • Advisor Group first reported a position in Novartis in Q2 2016 and has held it in 15 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Novartis as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.