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CFM Wealth Partners’s Novartis NVS Stock Holding History

CFM Wealth Partners’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
-865
Closed -$75K – 365
2020
Q2 		$75K Sell
865
-369
-30% -$31.9K 0.03% 235
2020
Q1 		$102K Buy
+1,234
New +$110K 0.05% 194

Other funds holding NVS

Primecap Management
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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

CFM Wealth Partners's NVS Position: Q3 2020 in Review

CFM Wealth Partners sold out of Novartis (NVS) in Q3 2020, closing a stake of 865 shares — an estimated $75K sold.

CFM Wealth Partners first reported a position in NVS in Q1 2020 and held it in 2 quarters. The position peaked at $102K in Q1 2020. 1,118 funds tracked by Wall St. Rank hold NVS as of Q3 2020.

  • CFM Wealth Partners reported no remaining Novartis position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 865 Novartis shares in Q3 2020, an estimated $75K.
  • CFM Wealth Partners first reported a position in Novartis in Q1 2020 and held it in 2 quarters.
  • CFM Wealth Partners's Novartis position peaked at $102K in Q1 2020.
  • 1,118 funds tracked by Wall St. Rank held Novartis as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.