Destination Wealth Management’s Novartis NVS Stock Holding History

Destination 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 Q3	–	Sell	-531	Closed	-$48K	–	384
2019 Q2	$48K	Sell	531 -475	-47%	-$40.2K	﹤0.01%	280
2019 Q1	$87K	Sell	1,006 -95	-9%	-$7.63K	﹤0.01%	198
2018 Q4	$85K	Buy	1,101 +300	+37%	+$23.4K	0.01%	197
2018 Q3	$62K	Buy	801 +131	+20%	+$9.68K	﹤0.01%	260
2018 Q2	$45K	Sell	670 -13	-2%	-$897	﹤0.01%	266
2018 Q1	$49K	Buy	+683	New	+$52K	﹤0.01%	257

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Destination Wealth Management's NVS Position: Q3 2019 in Review

Destination Wealth Management sold out of Novartis (NVS) in Q3 2019, closing a stake of 531 shares — an estimated $48K sold.

Destination Wealth Management first reported a position in NVS in Q1 2018 and held it in 6 quarters. The position peaked at $87K in Q1 2019. 1,090 funds tracked by Wall St. Rank hold NVS as of Q3 2019.

Destination Wealth Management reported no remaining Novartis position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 531 Novartis shares in Q3 2019, an estimated $48K.
Destination Wealth Management first reported a position in Novartis in Q1 2018 and held it in 6 quarters.
Destination Wealth Management's Novartis position peaked at $87K in Q1 2019.
1,090 funds tracked by Wall St. Rank held Novartis as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.