Centric Wealth Management’s Novartis NVS Stock Holding History

Centric 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
2019 Q1	–	Sell	-3,967	Closed	-$305K	–	106
2018 Q4	$305K	Buy	+3,967	New	+$309K	0.27%	85

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Centric Wealth Management's NVS Position: Q1 2019 in Review

Centric Wealth Management sold out of Novartis (NVS) in Q1 2019, closing a stake of 3,967 shares — an estimated $305K sold.

Centric Wealth Management first reported a position in NVS in Q4 2018 and held it in 1 quarter. The position peaked at $305K in Q4 2018. 1,133 funds tracked by Wall St. Rank hold NVS as of Q1 2019.

Centric Wealth Management reported no remaining Novartis position as of Q1 2019 after selling out during the quarter.
Centric Wealth Management sold 3,967 Novartis shares in Q1 2019, an estimated $305K.
Centric Wealth Management first reported a position in Novartis in Q4 2018 and held it in 1 quarter.
Centric Wealth Management's Novartis position peaked at $305K in Q4 2018.
1,133 funds tracked by Wall St. Rank held Novartis as of Q1 2019.

Based on Centric Wealth Management's 13F filing for Q1 2019, filed 9 Apr 2019.