Doyle Wealth Management’s Novartis NVS Stock Holding History

Doyle 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	-1,739	Closed	-$159K	–	565
2019 Q2	$159K	Buy	+1,739	New	+$147K	0.02%	216
2019 Q1	–	Sell	-1,091	Closed	-$84K	–	552
2018 Q4	$84K	Buy	+1,091	New	+$84.9K	0.01%	280

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

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

Doyle Wealth Management sold out of Novartis (NVS) in Q3 2019, closing a stake of 1,739 shares — an estimated $159K sold.

Doyle Wealth Management first reported a position in NVS in Q4 2018 and held it in 2 quarters. The position peaked at $159K in Q2 2019. 1,090 funds tracked by Wall St. Rank hold NVS as of Q3 2019.

Doyle Wealth Management reported no remaining Novartis position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 1,739 Novartis shares in Q3 2019, an estimated $159K.
Doyle Wealth Management first reported a position in Novartis in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's Novartis position peaked at $159K in Q2 2019.
1,090 funds tracked by Wall St. Rank held Novartis as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.