Avantax Planning Partners’s Novartis NVS Stock Holding History

Avantax Planning Partners’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	-2,660	Closed	-$232K	–	300
2020 Q2	$232K	Buy	+2,660	New	+$230K	0.01%	246
2018 Q4	–	Sell	-1,176	Closed	-$91K	–	899
2018 Q3	$91K	Buy	+1,176	New	+$86.9K	0.01%	366
2018 Q2	–	Sell	-2,418	Closed	-$172K	–	1059
2018 Q1	$172K	Buy	+2,418	New	+$184K	0.01%	320
2017 Q4	–	Sell	-2,899	Closed	-$223K	–	341
2017 Q3	$223K	Sell	2,899 -385	-12%	-$29.1K	0.02%	342
2017 Q2	$246K	Buy	+3,284	New	+$233K	0.02%	293
2017 Q1	–	Sell	-3,410	Closed	-$223K	–	345
2016 Q4	$223K	Buy	+3,410	New	+$221K	0.02%	278

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

Avantax Planning Partners's NVS Position: Q3 2020 in Review

Avantax Planning Partners sold out of Novartis (NVS) in Q3 2020, closing a stake of 2,660 shares — an estimated $232K sold.

Avantax Planning Partners first reported a position in NVS in Q4 2016 and held it in 6 quarters. The position peaked at $246K in Q2 2017. 1,118 funds tracked by Wall St. Rank hold NVS as of Q3 2020.

Avantax Planning Partners reported no remaining Novartis position as of Q3 2020 after selling out during the quarter.
Avantax Planning Partners sold 2,660 Novartis shares in Q3 2020, an estimated $232K.
Avantax Planning Partners first reported a position in Novartis in Q4 2016 and held it in 6 quarters.
Avantax Planning Partners's Novartis position peaked at $246K in Q2 2017.
1,118 funds tracked by Wall St. Rank held Novartis as of Q3 2020.

Based on Avantax Planning Partners's 13F filing for Q3 2020, filed 28 Oct 2020.