AC
NVS icon

Avestar Capital’s Novartis NVS Stock Holding History

Avestar Capital’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
-2,418
Closed -$211K – 245
2020
Q2 		$211K Sell
2,418
-693
-22% -$59.8K 0.09% 167
2020
Q1 		$256K Sell
3,111
-60
-2% -$5.35K 0.14% 129
2019
Q4 		$300K Buy
3,171
+180
+6% +$16.2K 0.17% 116
2019
Q3 		$260K Buy
2,991
+2,755
+1,167% +$247K 0.16% 117
2019
Q2 		$20K Sell
236
-27
-10% -$2.29K 0.01% 394
2019
Q1 		$20K Hold
263
– – 0.01% 377
2018
Q4 		$18K Hold
263
– – 0.01% 351
2018
Q3 		$18K Buy
263
+15
+6% +$1.11K 0.01% 379
2018
Q2 		$14K Buy
248
+138
+125% +$9.52K 0.01% 414
2018
Q1 		$8K Sell
110
-47
-30% -$3.58K 0.01% 467
2017
Q4 		$10K Buy
+157
New +$11.8K 0.01% 447

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 $666B AUM 30.12% 1-Year Est. Return

Avestar Capital's NVS Position: Q3 2020 in Review

Avestar Capital sold out of Novartis (NVS) in Q3 2020, closing a stake of 2,418 shares — an estimated $211K sold.

Avestar Capital first reported a position in NVS in Q4 2017 and held it in 11 quarters. The position peaked at $300K in Q4 2019. 1,118 funds tracked by Wall St. Rank hold NVS as of Q3 2020.

  • Avestar Capital reported no remaining Novartis position as of Q3 2020 after selling out during the quarter.
  • Avestar Capital sold 2,418 Novartis shares in Q3 2020, an estimated $211K.
  • Avestar Capital first reported a position in Novartis in Q4 2017 and held it in 11 quarters.
  • Avestar Capital's Novartis position peaked at $300K in Q4 2019.
  • 1,118 funds tracked by Wall St. Rank held Novartis as of Q3 2020.

Based on Avestar Capital's 13F filing for Q3 2020, filed 29 Oct 2020.