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Campbell Wealth Management’s Novartis NVS Stock Holding History

Campbell Wealth Management’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
-55
Closed -$5K – 255
2020
Q2 		$5K Buy
+55
New +$4.75K ﹤0.01% 307

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

Campbell Wealth Management's NVS Position: Q3 2020 in Review

Campbell Wealth Management sold out of Novartis (NVS) in Q3 2020, closing a stake of 55 shares — an estimated $5K sold.

Campbell Wealth Management first reported a position in NVS in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 1,118 funds tracked by Wall St. Rank hold NVS as of Q3 2020.

  • Campbell Wealth Management reported no remaining Novartis position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 55 Novartis shares in Q3 2020, an estimated $5K.
  • Campbell Wealth Management first reported a position in Novartis in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's Novartis position peaked at $5K in Q2 2020.
  • 1,118 funds tracked by Wall St. Rank held Novartis as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.