Argent Wealth Management’s Novartis NVS Stock Holding History

Argent Wealth Management’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 Q2	$1.98M	Sell	23,180 -686	-3%	-$59.2K	0.33%	54
2020 Q1	$2.05M	Sell	23,866 -845	-3%	-$75.4K	0.42%	45
2019 Q4	$2.34M	Buy	+24,711	New	+$2.22M	0.39%	50

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Argent Wealth Management's NVS Position: Q2 2020 in Review

Argent Wealth Management reduced its Novartis (NVS) stake by 2.9% in Q2 2020, selling an estimated $59.2K and leaving 23,180 shares worth $1.98M. The position accounts for 0.33% of the portfolio, ranked #54.

Argent Wealth Management first reported a position in NVS in Q4 2019 and has held it in 3 quarters since. The position peaked at $2.34M in Q4 2019. 1,128 funds tracked by Wall St. Rank hold NVS as of Q2 2020.

Argent Wealth Management held 23,180 shares of Novartis worth $1.98M as of Q2 2020.
Argent Wealth Management sold 686 Novartis shares in Q2 2020, an estimated $59.2K.
Novartis made up 0.33% of Argent Wealth Management's portfolio in Q2 2020, its #54 holding.
Argent Wealth Management first reported a position in Novartis in Q4 2019 and has held it in 3 quarters since.
Argent Wealth Management's Novartis position peaked at $2.34M in Q4 2019.
1,128 funds tracked by Wall St. Rank held Novartis as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.