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ARS Wealth Advisors’s Novartis NVS Stock Holding History

ARS Wealth Advisors’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
-3,757
Closed -$328K – 109
2020
Q2 		$328K Sell
3,757
-101
-3% -$8.72K 0.1% 72
2020
Q1 		$318K Sell
3,858
-857
-18% -$76.5K 0.13% 67
2019
Q4 		$446K Sell
4,715
-845
-15% -$75.8K 0.13% 68
2019
Q3 		$483K Sell
5,560
-850
-13% -$76.3K 0.15% 64
2019
Q2 		$585K Sell
6,410
-838
-12% -$70.9K 0.19% 55
2019
Q1 		$624K Sell
7,248
-55
-0.8% -$4.42K 0.2% 59
2018
Q4 		$562K Buy
7,303
+347
+5% +$27K 0.21% 62
2018
Q3 		$537K Buy
6,956
+335
+5% +$24.8K 0.18% 68
2018
Q2 		$448K Sell
6,621
-1,005
-13% -$69.4K 0.16% 68
2018
Q1 		$552K Sell
7,626
-50
-0.7% -$3.81K 0.21% 65
2017
Q4 		$577K Sell
7,676
-775
-9% -$58.5K 0.21% 67
2017
Q3 		$650K Buy
8,451
+960
+13% +$72.5K 0.25% 61
2017
Q2 		$560K Buy
7,491
+179
+2% +$12.7K 0.23% 61
2017
Q1 		$487K Buy
7,312
+3,529
+93% +$235K 0.21% 61
2016
Q4 		$247K Buy
3,783
+178
+5% +$11.5K 0.11% 85
2016
Q3 		$255K Buy
+3,605
New +$263K 0.11% 78

Other funds holding NVS

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ARS Wealth Advisors's NVS Position: Q3 2020 in Review

ARS Wealth Advisors sold out of Novartis (NVS) in Q3 2020, closing a stake of 3,757 shares — an estimated $328K sold.

ARS Wealth Advisors first reported a position in NVS in Q3 2016 and held it in 16 quarters. The position peaked at $650K in Q3 2017. 1,118 funds tracked by Wall St. Rank hold NVS as of Q3 2020.

  • ARS Wealth Advisors reported no remaining Novartis position as of Q3 2020 after selling out during the quarter.
  • ARS Wealth Advisors sold 3,757 Novartis shares in Q3 2020, an estimated $328K.
  • ARS Wealth Advisors first reported a position in Novartis in Q3 2016 and held it in 16 quarters.
  • ARS Wealth Advisors's Novartis position peaked at $650K in Q3 2017.
  • 1,118 funds tracked by Wall St. Rank held Novartis as of Q3 2020.

Based on ARS Wealth Advisors's 13F filing for Q3 2020, filed 11 Jun 2021.