Beirne Wealth Consulting Services’s Novartis NVS Stock Holding History

Beirne Wealth Consulting Services’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 Q1	–	Sell	-2,214	Closed	-$210K	–	87
2019 Q4	$210K	Buy	+2,214	New	+$199K	0.18%	83
2019 Q3	–	Sell	-2,214	Closed	-$202K	–	139
2019 Q2	$202K	Sell	2,214 -1,365	-38%	-$116K	0.18%	126
2019 Q1	$308K	Sell	3,579 -1,798	-33%	-$144K	0.24%	132
2018 Q4	$413K	Buy	+5,377	New	+$419K	0.35%	93

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

Beirne Wealth Consulting Services's NVS Position: Q1 2020 in Review

Beirne Wealth Consulting Services sold out of Novartis (NVS) in Q1 2020, closing a stake of 2,214 shares — an estimated $210K sold.

Beirne Wealth Consulting Services first reported a position in NVS in Q4 2018 and held it in 4 quarters. The position peaked at $413K in Q4 2018. 1,133 funds tracked by Wall St. Rank hold NVS as of Q1 2020.

Beirne Wealth Consulting Services reported no remaining Novartis position as of Q1 2020 after selling out during the quarter.
Beirne Wealth Consulting Services sold 2,214 Novartis shares in Q1 2020, an estimated $210K.
Beirne Wealth Consulting Services first reported a position in Novartis in Q4 2018 and held it in 4 quarters.
Beirne Wealth Consulting Services's Novartis position peaked at $413K in Q4 2018.
1,133 funds tracked by Wall St. Rank held Novartis as of Q1 2020.

Based on Beirne Wealth Consulting Services's 13F filing for Q1 2020, filed 28 Apr 2020.