Beacon Pointe Wealth Advisors’s Novartis NVS Stock Holding History

Beacon Pointe 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
2019 Q4	$926K	Buy	9,768 +1,045	+12%	+$93.8K	0.17%	110
2019 Q3	$757K	Sell	8,723 -1,103	-11%	-$99K	0.16%	117
2019 Q2	$896K	Sell	9,826 -1,558	-14%	-$132K	0.19%	107
2019 Q1	$981K	Sell	11,384 -624	-5%	-$50.1K	0.22%	95
2018 Q4	$923K	Buy	+12,008	New	+$935K	0.33%	75

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Beacon Pointe Wealth Advisors's NVS Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Novartis (NVS) stake by 12% in Q4 2019, buying an estimated $93.8K and bringing the position to 9,768 shares worth $926K. The position accounts for 0.17% of the portfolio, ranked #110.

Beacon Pointe Wealth Advisors first reported a position in NVS in Q4 2018 and has held it in 5 quarters since. The position peaked at $981K in Q1 2019. 1,172 funds tracked by Wall St. Rank hold NVS as of Q4 2019.

Beacon Pointe Wealth Advisors held 9,768 shares of Novartis worth $926K as of Q4 2019.
Beacon Pointe Wealth Advisors bought 1,045 Novartis shares in Q4 2019, an estimated $93.8K.
Novartis made up 0.17% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #110 holding.
Beacon Pointe Wealth Advisors first reported a position in Novartis in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's Novartis position peaked at $981K in Q1 2019.
1,172 funds tracked by Wall St. Rank held Novartis as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.