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Core Wealth Advisors (Florida)’s Novartis NVS Stock Holding History

Core Wealth Advisors (Florida)’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
Q2 		– Sell
-36
Closed -$3K – 155
2020
Q1 		$3K Buy
+36
New +$3.21K ﹤0.01% 120

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Core Wealth Advisors (Florida)'s NVS Position: Q2 2020 in Review

Core Wealth Advisors (Florida) sold out of Novartis (NVS) in Q2 2020, closing a stake of 36 shares — an estimated $3K sold.

Core Wealth Advisors (Florida) first reported a position in NVS in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 1,128 funds tracked by Wall St. Rank hold NVS as of Q2 2020.

  • Core Wealth Advisors (Florida) reported no remaining Novartis position as of Q2 2020 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 36 Novartis shares in Q2 2020, an estimated $3K.
  • Core Wealth Advisors (Florida) first reported a position in Novartis in Q1 2020 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s Novartis position peaked at $3K in Q1 2020.
  • 1,128 funds tracked by Wall St. Rank held Novartis as of Q2 2020.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2020, filed 31 Jul 2020.