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EPG Wealth Management’s Novartis NVS Stock Holding History

EPG 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
2020
Q2 		– Sell
-1,211
Closed -$100K – 566
2020
Q1 		$100K Buy
1,211
+325
+37% +$29K 0.07% 174
2019
Q4 		$84K Buy
+886
New +$79.5K 0.06% 168

Other funds holding NVS

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

EPG Wealth Management's NVS Position: Q2 2020 in Review

EPG Wealth Management sold out of Novartis (NVS) in Q2 2020, closing a stake of 1,211 shares — an estimated $100K sold.

EPG Wealth Management first reported a position in NVS in Q4 2019 and held it in 2 quarters. The position peaked at $100K in Q1 2020. 1,128 funds tracked by Wall St. Rank hold NVS as of Q2 2020.

  • EPG Wealth Management reported no remaining Novartis position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 1,211 Novartis shares in Q2 2020, an estimated $100K.
  • EPG Wealth Management first reported a position in Novartis in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Novartis position peaked at $100K in Q1 2020.
  • 1,128 funds tracked by Wall St. Rank held Novartis as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.