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Engrave Wealth Partners’s Novartis NVS Stock Holding History

Engrave 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
-492
Closed -$42K – 309
2020
Q2 		$42K Hold
492
– – 0.04% 126
2020
Q1 		$40K Hold
492
– – 0.05% 110
2019
Q4 		$46K Buy
+492
New +$44.1K 0.04% 135

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Loomis, Sayles & Company
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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

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

Engrave Wealth Partners sold out of Novartis (NVS) in Q3 2020, closing a stake of 492 shares — an estimated $42K sold.

Engrave Wealth Partners first reported a position in NVS in Q4 2019 and held it in 3 quarters. The position peaked at $46K in Q4 2019. 1,118 funds tracked by Wall St. Rank hold NVS as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Novartis position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 492 Novartis shares in Q3 2020, an estimated $42K.
  • Engrave Wealth Partners first reported a position in Novartis in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Novartis position peaked at $46K in Q4 2019.
  • 1,118 funds tracked by Wall St. Rank held Novartis as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.