Dougherty Wealth Advisers’s Novartis NVS Stock Holding History

Dougherty Wealth Advisers’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 Q4	–	Sell	-614	Closed	-$53K	–	149
2020 Q3	$53K	Hold	614	–	–	0.18%	92
2020 Q2	$54K	Hold	614	–	–	0.2%	91
2020 Q1	$51K	Hold	614	–	–	0.2%	91
2019 Q4	$58K	Hold	614	–	–	0.18%	96
2019 Q3	$53K	Sell	614 -280	-31%	-$25.1K	0.17%	100
2019 Q2	$82K	Buy	894 +209	+31%	+$17.7K	0.23%	85
2019 Q1	$59K	Hold	685	–	–	0.2%	92
2018 Q4	$54K	Buy	+685	New	+$53.3K	0.18%	99

Other funds holding NVS

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dougherty Wealth Advisers's NVS Position: Q4 2020 in Review

Dougherty Wealth Advisers sold out of Novartis (NVS) in Q4 2020, closing a stake of 614 shares — an estimated $53K sold.

Dougherty Wealth Advisers first reported a position in NVS in Q4 2018 and held it in 8 quarters. The position peaked at $82K in Q2 2019. 1,176 funds tracked by Wall St. Rank hold NVS as of Q4 2020.

Dougherty Wealth Advisers reported no remaining Novartis position as of Q4 2020 after selling out during the quarter.
Dougherty Wealth Advisers sold 614 Novartis shares in Q4 2020, an estimated $53K.
Dougherty Wealth Advisers first reported a position in Novartis in Q4 2018 and held it in 8 quarters.
Dougherty Wealth Advisers's Novartis position peaked at $82K in Q2 2019.
1,176 funds tracked by Wall St. Rank held Novartis as of Q4 2020.

Based on Dougherty Wealth Advisers's 13F filing for Q4 2020, filed 4 Feb 2021.