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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 $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return